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Client Relationship Manager

VirtualVocations
Santa Clara, California, United States
Full-time

A company is looking for a Client Relationship Manager to support client relationships and 401(k) plan administration.Key Responsibilities : Maintain client and advisor relationships with a high retention rateManage a caseload of 90 - 110 full-service partner level clientsConsult with clients regarding plan operation and design, and resolve issues related to plan administrationRequired Qualifications and Education : Five or more years of 401(k) plan administration experienceSuperior knowledge of non-discrimination testing (ADP / ACP, 415, 410(b), Top Heavy, 401(a)(4))NIPA credential, ASPPA credential, or a 4-year college degreeAbility to proactively manage a book of businessCommitment to lifelong learning and being coachable

12 days ago
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