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Client Relationship Account Manager


in Charlotte NC

Title:  Client Relationship Account Manager

Location:  Charlotte

Job Summary:  Maintain client / advisor relationship; and has understanding of compliance testing; contribution calculations; Form 5500 reporting 


  • Maintain effective relationships with clients and advisors
  • Interpret plan documents
  • Thorough knowledge of ERISA, IRS & DOL regulations regarding qualified plans
  • Tracks year-end data received and meets with Compliance Account Manager and Administrator
  • Uploads to Pension Pro completed contribution calculations and confirms with client amount of funding
  • Understanding of annual non-discrimination tests (ADP/ACP; 415; 402(g), 416, 410(b)
  • Review and approve participant requested loans and distribution requests
  • Work with clients to terminate their plan


  • 3-5 Years retirement compliance experience
  • Ability to maintain a caseload of 150 – 175 defined contribution plans, including 401(k) and 403(b)
  • Excellent Client Relationship skills
  • Excellent communication and organizational skills
  • Problem solving ability
  • Ability to work in fast paced team environment
  • Working knowledge of Microsoft office (excel, word, outlook)
  • Working knowledge of Sungard Relius compliance software & FT Williams Government forms a plus
  • ASPPA designations a plus or be willing to obtain designations
  • Ability to ensure timely and accurate completion of all assigned client’s compliance testing, valuation reporting and tax filings.

How to Apply

Please submit resume, with salary requirements, to:

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This ad has been viewed 443 times. It expires on 1/8/2018.

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