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Relationship Manager

Acuff & Associates, Inc.

in Brentwood TN / Hybrid

Company:  Founded in 1991, Acuff & Associates is  a third-party administrator (TPA) for 401(k) and other types of defined contribution retirement plans and an actuarial consulting firm for defined benefit plans. We are totally focused on and dedicated to the business of designing and safeguarding your pension or 401(k) retirement plan. We develop and offer our clients administrative services that ensure their plans comply with Internal Revenue Service and Department of Labor requirements and guidelines. Our performance is a testament to the absolute commitment, integrity, and professionalism of our most vital asset – our people. We are led by highly experienced Principals and an ensemble of dedicated and experienced Relationship Managers who are experts in highly specialized disciplines such as 401(k) administration and design, pension plan consulting and design, and compliance services.

If you are a high energy, self-driven individual looking for a career home in a dynamic, fast moving organization; we should talk!

Acuff & Associates is seeking an experienced Relationship Manager. The successful candidate will be responsible for managing strong client relationships for a caseload of Defined Contribution plans. The ideal candidate will, have pension/retirement plan administration experience, strong attention to detail, and superior customer service skills. The candidate must also have excellent organizational, communication, and problem-solving skills. 

Job Description:   The candidate must:

• Manage all client communication concerning the plan, deliver reports and testing, and answer day to day questions about the administration of the plan
• Ensure deadlines are met on Form 5500 filings and accompanying schedules
• Correspond with auditors and coordinate relationships between vendors, financial advisors and Acuff
• Monitor billings and prepare additional billings as necessary
• Interact with the processing team to answer questions and coordinate data collection
• Coordinate with Defined Benefit team on combination plan clients
• Display a positive, helpful attitude to help create a friendly environment for clients and co-workers
• Ensure the growth of the business and be committed to the company’s success

Requirements:  The candidate will:

• Have 3+ years’ Defined Contribution administration or consulting experience
• Hold a bachelor’s degree or comparable professional work experience
• Have full understanding and command of compliance required for DC Plans
• Possess an analytical and problem-solving mindset
• Demonstrate a passion for delivery of client services
• Have strong attention to detail, organization, multi- tasking, and follow up skills
• Demonstrate superior interpersonal, written and verbal communication skills
• Be self-driven and motivated to work remotely
• Thrive in a team environment and be a positive team player
• Have technology and computer proficiency in Microsoft Office; Relius software, FT Williams & PensionPro experience strongly preferred
• ASPPA or NIPA designation strongly preferred

How to Apply

To apply, please email your resume to trina.gross@acuff.net

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