Client Relationship Manager
Job Summary
A company is looking for a Client Relationship Manager to support client relationships and 401(k) plan administration.
Key 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, and resolve issues related to plan administration
Required Qualifications and Education:
- Five or more years of 401(k) plan administration experience
- Superior knowledge of non-discrimination testing (ADP/ACP, 415, 410(b), Top Heavy, 401(a)(4))
- NIPA credential, ASPPA credential, or a 4-year college degree
- Ability to proactively manage a book of business
- Commitment to lifelong learning and being coachable
COMPLETE JOB DESCRIPTION
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