The Client Relationship Manager will maintain client relationships, manage workloads, consult on plan operations, and ensure timely notice distributions, focusing on 401(k) administration.
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
Click Here to review our Privacy Policy
Similar Jobs
Financial Services
Manages relationships with large and high-value retirement plan clients and financial advisors. Serves as the primary contact, resolves escalated issues, coordinates internal teams, supports retention, identifies cross-sell opportunities, and promotes products and services. Develops executive relationships, analyzes client data, leads outreach and value-enhancement projects, and maintains knowledge of regulatory, financial, operational, and compliance requirements.
Top Skills:
ExcelMS OfficePowerPointWord
Fintech • Insurance • Financial Services
Manages complex sponsored financial plans, ensuring efficient daily operations, timely processing, risk management, service quality, and client satisfaction. Builds and maintains relationships with plan sponsors, coordinates internal and external partners, participates in client meetings and sponsor calls, and supports sales opportunities, including onsite presentations. Requires strong financial services experience, customer service skills, and experience managing sensitive or at-risk client relationships.
Fintech • Insurance • Financial Services
Manages sponsored financial plans, client relationships, operational delivery, risk, service quality, and profitability. Coordinates with internal and external partners to ensure efficient plan operations, participates in sponsor meetings and sales opportunities, and supports client presentations. The role requires strong customer service, financial services experience, operational expertise, and experience managing sensitive or at-risk client relationships.
What you need to know about the Austin Tech Scene
Austin has a diverse and thriving tech ecosystem thanks to home-grown companies like Dell and major campuses for IBM, AMD and Apple. The state’s flagship university, the University of Texas at Austin, is known for its engineering school, and the city is known for its annual South by Southwest tech and media conference. Austin’s tech scene spans many verticals, but it’s particularly known for hardware, including semiconductors, as well as AI, biotechnology and cloud computing. And its food and music scene, low taxes and favorable climate has made the city a destination for tech workers from across the country.
Key Facts About Austin Tech
- Number of Tech Workers: 180,500; 13.7% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Dell, IBM, AMD, Apple, Alphabet
- Key Industries: Artificial intelligence, hardware, cloud computing, software, healthtech
- Funding Landscape: $4.5 billion in VC funding in 2024 (Pitchbook)
- Notable Investors: Live Oak Ventures, Austin Ventures, Hinge Capital, Gigafund, KdT Ventures, Next Coast Ventures, Silverton Partners
- Research Centers and Universities: University of Texas, Southwestern University, Texas State University, Center for Complex Quantum Systems, Oden Institute for Computational Engineering and Sciences, Texas Advanced Computing Center
