Client Relationship Manager

September 6

Apply Now

Receive Emails with Similar Jobs

Nova 401(k) Associates

WebsiteLinkedInAll Job Openings

401(k) plans • Cash balance plans • New comparability plans • Retirement plans • 403(b) plans

51 - 200 employees

💸 Finance

Description

• 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

Requirements

• 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

Benefits

• Medical, dental, disability, and life insurance • Paid time off • 401(k) plan with employer match