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Client Relationship Manager

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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? Are you looking for a position with career advancement opportunities? Are you tired of working insane overtime? If so, Administrative Fiduciary Services (AFS) may have a position for you!


Overview of the Position:

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 recordkeeper message boards
  • 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
  • NIPA credential, ASPPA credential, or a 4-year college degree
  • 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
  • Salaried, non-exempt
  • 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
  • 37.5-hour work week
  • You may choose a start time between 7:30 am and 8:30 am

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What this application asks

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First Name, Last Name, Email, Phone, Resume/CV, Cover Letter

  • Please provide your complete address (Address 1, Address 2 (if applicable), City, State, and Zip Code).
  • Are you legally eligible for employment in the United States? choose one
  • Please provide your United States Visa status, if applicable. optional
  • Are you at least 18 years old? choose one
  • Have you filed all required federal and state personal tax returns timely? choose one
  • Have you paid all federal income taxes that you owe? choose one
  • If you have not paid all federal income taxes that you owe, have you entered into a payment agreement with the Internal Revenue Service? choose any
  • Have you declared bankruptcy in the last five years? choose one
  • Have you had a property foreclosed upon or been sued for nonpayment on bills in the last five years? choose one
  • In the past five years, have you been more than 90 days behind on any bill? choose one
  • If you owe child support, are you current on your child support? choose any
  • What hours are you available to work?
  • If hired, when could you start?
  • Do you have a bachelor's degree, a NIPA credential, and/or an ASPPA credential? choose one
  • If you have a credential(s), please list your credential(s). optional
  • Do you have five years or more of 401(k) plan administration experience? choose one
  • How many years of industry experience do you have?
  • What is your minimum required salary? choose any
  • Where did you hear about this job (please provide website name if applicable)?
  • If you have a LinkedIn Profile, please share it here! optional
  • Please list your most recent and relevant positions. Employer Name #1 (Most Recent)
  • Employer #1 Location and Phone Number optional
  • Job Title #1 optional
  • Dates of Employment #1 (MM/YYYY - MM/YYYY) optional
  • Responsibilities and Accomplishments #1 optional
  • Reason for Leaving Company #1
  • Supervisor #1 Name optional
  • May we contact? choose one · optional
  • Employer #2 Name
  • Employer #2 Location and Phone Number optional
  • Job Title #2 optional
  • Dates of Employment #2 (MM/YYYY - MM/YYYY) optional
  • Responsibilities and Accomplishments #2 optional
  • Reason for Leaving #2
  • Supervisor #2 Name optional
  • May we contact #2? choose one · optional
  • Employer #3 Name
  • Employer #3 Location and Phone Number optional
  • Job Title #3 optional
  • Dates of Employment #3 (MM/YYYY - MM/YYYY) optional
  • Responsibilities and Accomplishments #3 optional
  • Reason for Leaving #3
  • Supervisor #3 Name optional
  • May we contact #3? choose one · optional
  • 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. choose any

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