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Plan Client Relations Manager/Analyst

Alliance Benefit Group of Houston, Inc. (ABG)

in Houston, TX

Alliance Benefit Group of Houston, Inc. (ABG) is one of the fastest growing pension administration and recordkeeping firms in Texas. We provide services to all types of qualified retirement plans, with particular emphasis on 401(k) plans.

We are seeking a professional, energetic and experienced retirement plan consultant with a minimum of 5 years in the retirement plan industry.  The position of Compliance Analyst will serve as the Client Relations Manager (CRM) and primary point of contact relating to plan administration for the client.

The position will require the following:

  • Ability to complete, prepare and or review annual valuations/compliance testing/ interpret plan documents and IRS Forms,
  • Proficient knowledge of ERISA, DOL and IRS regulations and IRS EPCRS program,
  • Effective time management, organization and computer skills,
  • Excellent written and oral communication,
  • Great attitude a must,
  • BA/BS degree required or equivalent work experience within the retirement plan industry,
  • This position requires achievement of a minimum QKA designation through the American Society of Pensions Professionals & Actuaries (ASPPA) or APA designation through the National Institute of Pension Administrators (NIPA).

We are committed to service and believe it is one of the strongest assets we have to offer to our clients. This position requires the ability to understand customer needs and efficiently provide timely response and feedback. 

Individuals in this position must have strong internal and external customer service skills, excellent communication skills, with the ability to work independently or in a team structure within a diverse work group, sharing a vested interest in the businesses success and expansion.  

We offer a flexible and small-office work environment energized by a great team, competitive compensation, benefits, and an opportunity to grow.  ABG is an equal opportunity employer, m/f/d/v.

This position is located in Houston Texas, with remote work opportunities. 

How to Apply

Qualified and Interested candidates, who share a vested interest in the businesses success and expansion, please email your resume to:  Acoker@abghouston.com  

To ensure proper routing of your resume, please indicate the job title "CRM 0217" in the subject line of your email. 

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This ad has been viewed 1626 times. It expires on 3/28/2017.

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