Job Application for Client Relationship Manager at Nova 401(k) Associates

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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

Compensation and Benefits:

Base Salary $72,000 - $92,000
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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$72,000 - $74,000

$74,001 - $76,000

$76,001 - $78,000

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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. *

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Client Relationship Manager

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