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401(k) Consultant/ Relationship Manager

Boyce & Associates, Inc.

in Phoenix AZ / Telecommute

Tired of cold, nasty winters?  Boyce & Associates, Inc. is a leading pension administration and actuarial consulting firm in wonderfully warm Phoenix AZ.  We are a team-oriented firm offering a casual work environment, growth opportunities for the qualified candidate and a flexible work schedule (we’re out of here by noon on Fridays).

Our typical clients are high income, closely held, family-owned or professional businesses. Our mission is to create and maintain quality, high touch relationships with our clients while meeting their advanced retirement plan goals and compliance requirements.

Duties include all aspects of client relationship management, compliance quality control and team leadership. 

Desired candidate qualities:

  • Motivated yet personable
  • Flexible yet focused 
  • A critical thinker with problem solving abilities
  • Team oriented – able to work in a team environment 
  • Able to use humor in times of stress with the ability to soothe the disgruntled and confused on occasion

Necessary candidate work experience and knowledge:

  • Proficient in all aspects of DC plan administration, compliance issues and able to communicate in non-technical terms to clients and team members
  • Effective with leadership skills in motivating and coordinating efforts of others
  • Experienced – 5 plus years of increasing pension knowledge and leadership responsibility
  • Required industry credentials - CPC, QPA, QKA, ERPA or APA certification 
  • DB experience a definite plus and pays more

How to Apply

Interested candidates should email resume to CHake@boycepensions.com


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