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CRM Associate

Fi401k Advisors, LLC

in Greenwood Village, CO

Fi401k Advisors, LLC

Company Overview:

Fi401k Advisors, LLC is an organization dedicated to assisting employer-plan sponsors and financial advisors with managing investments in 401(k) retirement plans.  We provide investment governance and reporting solutions to help insulate retirement plan fiduciaries from potential liability under the Employee Retirement Income Security Act (ERISA) as well as related enforcement actions conducted by the U.S. Dept. of Labor.

Job Description:   The primary role of a CRM Associate is to serve as a liaison between the Company, our Clients and any third-party Service Providers.  Additionally, CRM Associates are responsible for various administrative responsibilities related to new Client on-boarding and routine quarterly reporting as well as invoice tracking and account collections/reconciliations.

General Responsibilities:

  • Coordinate new client on-boarding and performing client/sales administration tasks.
  • Manage all aspects of the customer service experience, in direct contact with Clients’ personnel.
  • Support sales teams’ interactions with third-party financial advisors and other distribution partners.
  • Manage & Intermediate all Client interactions with third-party Plan Service Providers (PSP).
  • Develop & implement internal processes and procedures to improve operational efficiency.

Minimum Requirements:

  • Minimum 3 years client service experience.
  • Preferred investment or 401(k) service experience.
  • Bachelor’s degree or equivalent business experience.
  • Excellent interpersonal communications skills.
  • Proficient with all MS Office applications.
  • Experienced with

Fi401k Advisors offers a competitive compensation package, including base salary, quarterly bonuses, and company-paid employee health insurance coverage as well as a 401(k) Plan with company matching. 

How to Apply

Interested parties should submit their resume to


This ad has been viewed 624 times. It expires on 6/30/2017.

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