Client Relationship Manager

Responsibilities

• Maintain client and advisor relationships with a high retention rate
• Manage a caseload of 90–110 full-service partner level clients
• Consult with clients regarding plan operation and design
• Identify and resolve issues related to plan administration
• Monitor recordkeeper message boards and notice deadlines
• Review and approve participant transactions
• Review annual non-discrimination testing
• Review and electronically file Form 5500 and other government forms

Requirements

• 5+ years of 401(k) plan administration experience
• Superior knowledge of ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) testing
• NIPA credential, ASPPA credential, or a 4-year college degree
• Excellent written and verbal communication skills
• Strong time management and organizational skills
• Ability to manage a book of business independently
• Clean background and credit history check

Benefits

• Base salary between $70,000 and $95,000
• 37.5-hour work week with overtime pay
• Medical, dental, disability, and life insurance
• Generous PTO
• 401(k) plan with employer match and HSA
• Home office equipment provided
• Professional training and designation support

About the Company

Administrative Fiduciary Services (AFS) provides specialized fiduciary and administrative support for retirement plans, focusing on high-quality client service and work-life balance.