Team Leader

Responsibilities

• Manage a team of 6-8 staff members including Senior, Account, and Associate Account Managers
• Ensure client satisfaction and manage team performance against AFS metrics
• Provide training, feedback, and complete salary and performance reviews
• Resolve at least 50% of escalated service issues
• Maintain a caseload of approximately 50 clients
• Provide design and consulting services to assigned plans
• Cultivate existing client relationships and communicate with financial professionals, attorneys, and CPAs
• Assist with client/broker outreach initiatives such as seminars and webinars

Requirements

• 10+ years of experience in nondiscrimination testing
• 5+ years of supervisory experience
• Credentials with a nationally recognized organization (ASPPA or NIPA)
• Strong knowledge of ERISA and Internal Revenue Code and Regulations
• Proficiency in MS Excel and MS Word
• Strong research, analytical, and organizational skills
• Excellent written and verbal communication skills

Preferred Qualifications

• Knowledge of Pension Pro

Benefits

• Base salary between $80,000 and $120,000
• Medical, dental, disability, and life insurance
• Paid time off
• 401(k) plan with employer match

About the Company

Afs provides specialized services focused on client relations and plan management.