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Client Relationship Manager

Administrative Fiduciary Services

in Telecommute / Houston TX

Are you looking for your next challenge? Do you excel at solving your clients’ 401(k) problems? Are you excellent at communicating verbally and via email? Do you want the flexibility and convenience of working from home? 

Administrative Fiduciary Services, Inc. is looking for individuals with 5-10 years of 401(k) administration experience to fill Client Relationship Manager positions. If you are located near our physical office in Houston, the position will allow you to work partly from home and partly from our office. If you are not near our physical office, we will provide you with a home office setup including computer and phone so that you can serve your clients from home. 

AFS is a vibrant and growing national 3(16) provider. We have nation-wide presence, allowing us to grow in excess of 20% per year and providing advancement opportunities for our professionals. 

Job Responsibilities:

• Maintain client and advisor relationships with a high client retention rate
• Maintain a caseload of about 75-90 full-service partner level clients, and approximately 10-15 notice only clients
• Manage and prioritize workload towards weekly goals in a results oriented team environment
• Work with other TPAs, recordkeepers, and advisors to ensure a great client experience
• Perform work according to AFS policies and procedures
• Consult with clients regarding plan operation and design
• Identify and assist in resolving issues related to plan administration
• Monitor recordkeeper message boards
• Monitor notice deadlines and ensure notices are distributed timely
• Review and approve participant transactions
• Review annual non-discrimination testing
• Review and electronically file the Form 5500 and other government forms

Qualifications:

• Between 5 - 10 years of 401(k) plan administration experience
• Excellent knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing
• NIPA or ASPPA credentials
• College degree
• Excellent written and verbal communication skills
• Excellent organizational skills
• High level of critical thinking
• Committed to lifelong learning and coachable
• Payroll experience a plus

How to Apply

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