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Client Relationship Manager

Fi401k Advisors

in Greenwood Village CO

Fi401k Advisors is an award-winning SEC-Registered Investment Adviser (RIA) dedicated to assisting employer-plan sponsors and third-party financial advisors with managing investments in 401(k) retirement plans.

The primary role of a CRM is to build and maintain relationships with our Clients. This is accomplished by supporting the administration of our Clients’ plans, expertly advising on 401k intricacies, and facilitating our investment fiduciary functions. Other activities include managing Client data, creating quarterly reports, facilitating fund and other plan changes, and supporting sales staff.

Key Responsibilities

• Coordinate new Client on-boarding and performing Welcome Calls.
• Manage all aspects of the customer service experience, working directly with Client
• Build and Maintain relationships with external partners and Clients' personnel.
• Compile data and prepare reports
• Support sales staff such as with creating proposals and answering questions

Primary Activities

• Proactively engage with Clients and partner advisors to ensure service satisfaction.
• Field incoming calls and emails to address questions, allay concerns and solve issues.
• Prepare paperwork to affect Account administration and coordinate with 3rd party service providers
• Compile data to generate quarterly reports for distribution.

Qualifications

• Minimum 2 years 401k Plan Administration experience.
• Basic working knowledge of investments and/or mutual funds.
• Excellent verbal and written communication skills.

Fi401k Advisors is an award-winning SEC-Registered Investment Adviser (RIA) dedicated to assisting employer-plan sponsors and third-party financial advisors with managing investments in 401(k) retirement plans.

Job Type: Full-time

Salary: $50,000.00 - $60,000.00 per year

Benefits:

• 401(k) matching
• Health insurance
• Paid time off
• Subsidy for membership at Club Greenwood

Experience level:

• 2 years

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

How to Apply

To apply, please email your resume to sd@fi401k.com.

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