Client Relationship Manager

If you excel at solving your clients’ 401(k) problems, you deserve better than a job that is just “okay”. Do you want the flexibility and convenience of working from home? Are you looking for a position with career advancement opportunities? Are you tired of working insane overtime? If so, Administrative Fiduciary Services (AFS) may have a position for you!

Administrative Fiduciary Services is looking to fill fully remote Client Relationship Manager positions. We will provide you with a home office set-up including a computer and a phone. We offer a great work experience for our remote employees!

This position supports a great work-life balance with a 37.5-hour work week, generous PTO, and overtime pay. We also financially support professional designations and offer regular, recurring, professional training. We offer a competitive compensation package including medical insurance, dental insurance, disability insurance, life insurance, a 401(k) plan, and an HSA.

• →Maintaining client and advisor relationships with a high client retention rate
• →Maintaining a caseload of about 90 – 110 full-service partner level clients
• →Managing and prioritizing workload towards weekly goals in a results-oriented team environment
• →Working with other TPAs, recordkeepers, and advisors to ensure a great client experience
• →Performing work according to AFS policies and procedures
• →Consulting with clients regarding plan operation and design
• →Identifying and assisting in resolving issues related to plan administration
• →Monitoring recordkeeper message boards
• →Monitoring notice deadlines and ensuring notices are distributed timely
• →Reviewing and approving participant transactions
• →Reviewing annual non-discrimination testing
• →Reviewing and electronically filing the Form 5500 and other government forms

• Five or more years of 401(k) plan administration experience
• Superior knowledge of ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) non-discrimination testing
• NIPA credential, ASPPA credential, or a 4-year college degree
• Excellent written and verbal communication skills
• Excellent time management, organizational skills, and ability to multi-task
• Ability to proactively and independently manage a book of business
• High level of critical thinking
• Committed to lifelong learning and coachable
• Must have a clean background check (including a clean credit history check)

• Work from home
• Must work from USA and be authorized to work for any US employer
• We will supply all necessary computer equipment
• 37.5-hour work week
• You may choose a start time between 7:30 am and 8:30 am