Client Relationship Manager

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Nova 401(k) Associates

SiteLinkedInTodas as Vagas

51 - 200 funcionários

💼 Consultoria

🛡️ Seguros

💸 Finanças

Consulting • Insurance • Finance

A Nova 401(k) Associates é uma empresa nacional de administração de terceiros (TPA), especializada em oferecer serviços personalizados de design e conformidade de planos de aposentadoria para proprietários de empresas e consultores financeiros. A empresa gerencia mais de 7. 500 planos de aposentadoria, incluindo planos 401(k), 403(b) e de Benefício Definido, representando mais de US$9 bilhões em ativos de planos de aposentadoria. A Nova 401(k) Associates oferece webinars educacionais, recursos e consultas personalizadas para ajudar no entendimento e gerenciamento de planos de aposentadoria. Eles são dedicados à comunicação eficaz e à prestação de serviços de qualidade a seus clientes.

Descrição

• 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

🎯 Requisitos

• 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)

🏖️ Benefícios

• Medical, dental, disability, and life insurance • Paid time off • 401(k) plan with employer match