401(k) Client Relationship Manager

Job Summary

A company is looking for a Client Relationship Manager to maintain client relationships and manage a caseload of 401(k) plans.

Key Responsibilities

• Maintain client and advisor relationships with a high client retention rate
• Consult with clients regarding plan operation and design while managing a caseload of 90 - 110 clients
• Identify and assist in resolving issues related to plan administration and ensure timely distribution of notices

Required Qualifications

• 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
• Must have a clean background check, including a clean credit history check