401(k) Client Relationship Manager

Jobtailor; Mobile (AL); On-site; USD 70,000 - 90,000; Full time

Job summary

Jobtailor seeks an experienced client service professional to serve as the primary contact for Employee Fiduciary clients. You will respond to inquiries, maintain knowledge of regulations, and manage year-end testing data and Form 5500 processes.

The role involves supporting advisors with reports and fund availability, interpreting plan provisions, and handling up to 200 plans with regular team meetings. Strong Excel skills and Relius experience are preferred.

Qualifications

• General business, accounting or finance degree preferred.
• Five years related work experience and accounting classes may be substituted for degree.
• Advanced knowledge of Microsoft Excel required.
• Prior experience with Relius or similar software is a plus.

Responsibilities

• Responds to client inquiries within stated service standards.
• Maintains a working knowledge of qualified plan regulations and Employee Fiduciary procedures.
• Manages the receipt of the client information necessary to complete year-end testing and the Form 5500.
• Timely escalates inquiries or issues to the appropriate parties when necessary.
• Assists clients in the use of the sponsor and/or participant websites, including payroll uploads.
• Supports financial advisor requests for reports and fund availability.
• Interprets plan document provisions for clients.
• Keeps clients/advisors up to date on upcoming legislation.
• Provides reports and support for year-end plan audits.
• Maintains a caseload of up to 200 plans.
• Attends bi-weekly meetings with team.

Skills

Client relationship management

Regulatory knowledge

Communication

Data analysis

Team collaboration

Education

General business / accounting / finance degree preferred

Five years related work experience substituted for degree

Tools

Microsoft Excel

Relius

Job description

Responsibilities

• Serves as the primary point of contact for Employee Fiduciary clients.
• Responds to client inquiries within stated service standards.
• Maintains a working knowledge of qualified plan regulations and Employee Fiduciary procedures.
• Manages the receipt of the client information necessary to complete year-end testing and the Form 5500.
• Timely escalates inquiries or issues to the appropriate parties when necessary.
• Assists clients in the use of the sponsor and/or participant websites, including payroll uploads.
• Supports financial advisor requests for reports and fund availability.
• Interprets plan document provisions for clients.
• Keeps clients/advisors up to date on upcoming legislation.
• Provides reports and support for year-end plan audits.
• Maintains a caseload of up to 200 plans.
• Attends bi-weekly meetings with team.

Requirements

• General business, accounting or finance degree preferred.
• Five years related work experience and accounting classes may be substituted for degree.
• Advanced knowledge of Microsoft Excel required.
• Prior experience with Relius or similar software is a plus.

Core Competencies

Demonstrates expertise in client relationship management and compliance with qualified plan regulations, while effectively supporting financial advisors and managing a diverse caseload of plans. Proficient in utilizing Microsoft Excel for reporting and analysis, with a strong understanding of year-end testing and Form 5500 requirements.