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
Client Relationship Manager • Scottsdale, Arizona, United States