Client Relationship Manager

Nova 401(k) Associates; Bengaluru; Remote; INR 6,416,132 - 8,707,607; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401(k) plan with employer match

Flexible work hours

Paid time off

Job summary

A financial services firm is seeking an experienced Client Relationship Manager to maintain strong client relationships and manage a diverse caseload. The ideal candidate will have over five years of 401(k) plan administration experience, sound knowledge of non-discrimination testing, and excellent communication skills. This fully remote position offers a competitive compensation package and the flexibility of a work-from-home setup.

Qualifications

• Five or more years of 401(k) plan administration experience.
• Superior knowledge of ADP/ACP and non-discrimination testing.
• Excellent written and verbal communication skills.

Responsibilities

• Maintain client relationships to ensure high retention rate.
• Manage a caseload of about 90 – 110 clients.
• Consult with clients on plan operation and design.

Skills

401(k) plan administration experience

Knowledge of ADP/ACP non-discrimination testing

Excellent communication skills

Time management

Organizational skills

Job description

Overview

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? 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!

What AFS Offers You

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.

What You will Be Doing

• 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 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

About You

• 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
• 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)

Compensation and Benefits

• Base Salary $70,000 - $95,000
• Medical, dental, disability, and life insurance
• Paid time off
• 401(k) plan with employer match

Work Location/Hours

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