Senior Client Relations Team Lead

Nova 401(k) Associates; United States; Remote; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, disability, and life insurance

Paid time off

401(k) plan with employer match

Job summary

A professional services firm is seeking a Team Leader for their Client Relations Team. This role involves managing a team, ensuring client satisfaction, and meeting performance metrics. Candidates should have 10+ years of experience in the industry, with strong leadership and analytical skills. The firm offers competitive compensation and benefits, including remote work options.

Qualifications

• 10+ years of experience in nondiscrimination testing.
• 5+ years of supervisory experience.
• Strong research and analytical skills.
• Flexibility, adaptability, and ability to multi-task.

Responsibilities

• Manage a team of 6-8 staff members.
• Provide training and feedback to team members.
• Resolve service issues escalated by team members.
• Maintain a caseload of about 50 clients.

Skills

Nondiscrimination testing experience

Ability to manage multiple tasks

Strong communication skills

Analytical skills

Knowledge of ERISA and IRS regulations

Familiarity with MS Excel

Organizational skills

Education

Credentials with ASPPA or NIPA

Tools

MS Excel

MS Word

Job description

AFS is hiring a Team Leader for the Client Relations Team. The focus of this position is managing a team of professionals to meet firm goals. The Team Leader is responsible for training, goal setting, creating a positive work environment for junior staff, and performance reviews for the team members. Team leaders typically have input into setting policies and are expected to champion AFS culture and goals. Team leaders are evaluated primarily on the success of their team. For this position, an individual must have a minimum ten years of industry experience and five years of supervisory experience.

Job Responsibilities:

• Manage a team of 6-8 staff members, which will include some combination of Senior Account Managers, Account Managers and Associate Account Managers. Management will include ensuring client satisfaction of the clients assigned to the team, managing the team to meet AFS’s performance metrics, providing training and feedback to team members, and completing salary and performance reviews
• Must be a champion for AFS values and policies
• Assist in training staff members throughout the year
• Resolve a minimum of 50% of service issues escalated by team members
• Keep current with new regulations and legislation as well as an awareness of proposed regulations and legislation
• Assist with a minimum of three AFS client/broker outreach initiatives throughout the year, such as live seminars, webinars, or special AFS events
• Assist team members with annual client reviews
• Maintain a caseload of about 50 clients
• Provide design and consulting services to plans assigned to the team
• Cultivate existing client relationships for plans assigned to the team
• Communicate with principals, clients, financial advisors, attorneys, CPAs, and other professionals on plans assigned to the team

Qualifications:

• 10+ yearsof 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
• Strong research and analytical skills
• Excellent written and verbal communication skills
• Proficiency in MS Excel and MS Word
• Superior organizational and coordination skills
• Flexibility, adaptability, and ability to multi-task
• Knowledge of Pension Pro is a plus

Compensation and Benefits:

• Base Salary $80,000-$120,000
• 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

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I hereby certify that all statements made in this application are true and correct to the best of my knowledge and belief. I understand that any misrepresentations or omissions of facts in this application are grounds for disqualification from further consideration or for dismissal from employment.I authorize the company to inquire into my educational, professional and past employment history references as needed to research my qualifications for this position.If employed, I agree to conform to the rules, regulations and policies of the company. I understand that I will be an employee “at will” and either the company or I may terminate my employment relationship at any time for any reason not in violation of law.I hereby acknowledge that I have read and fully understand the forgoing and seek employment under these conditions. *