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Client Relationship Manager

Maxus Plan Solutions

in Charlotte, NC

Maxus Plan Solutions

Maxus Plan Solutions is a rapidly growing, highly regarded TPA firm based in Charlotte, NC.   We are looking for our next team member who will serve as the primary point of contact for our defined contribution clients.

We are more than just plan administrators.  We’re a team and a family of people committed to serving our clients with excellence. As a trusted partner to an increasing number of small businesses, we rely on the expertise and ethic of our people to ensure our clients and advisors are being supported.  As a company our role is to put you in the best position to succeed in this goal.

The emphasis of the job is DC Client Service:

Maxus is seeking a full-time relationship manager and administrator.  The individual will primarily be responsible to work on defined contribution plan administration as reflected in the following areas:

  • Serve a designated group of clients as the smiling face and expert voice on qualified retirement plan matters
  • Work closely with clients to obtain necessary data
  • Respond to client and advisor requests in a timely manner
  • Manage the client’s compliance calendar
  • Coordinate with team members to ensure timely, accurate completion of required administration
  • Complete and/or review non-discrimination testing, annual filings, allocations, valuations
  • Update client tracking frequently
  • Participate in team discussions to provide feedback and/or suggestions on process enhancements

The type of candidate we’re looking for has:

  • A self starting, upbeat attitude
  • A genuine desire to excel in their role by consistently serving their clients
  • Qualified retirement plan administration experience
  • Working knowledge of laws related to qualified retirement plans
  • Ability to read and interpret plan documents
  • Excellent written and verbal communications skills
  • Proficiency with basic software programs like MS Office
  • Experience with FT Williams, Relius Administration or similar pension software
  • ASPPA or NIPA certifications are a plus

Compensation:

We’re looking to combine a culture of achievement with a competitive salary and benefits package that includes:

  • Flexibility and autonomy including working remotely
  • A collaborative team environment with access to all levels of experience
  • A generous 401(k) plan with matching
  • ASPPA Certification track with bonuses

 

How to Apply

Please forward your resume to jobs@maxusplans.com along with a brief statement on why you are applying for this position. Thanks for reading our posting!

Visit our web site.


This ad has been viewed 532 times. It expires on 5/13/2017.

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