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Client Relationship Manager

3 hours, 49 minutes ago
United States
Full-time
Senior
Account Manager
Customer and Technical Support
Apply Now
Nova 401

Nova 401

Nova 401(k) Associates is a national third party administration (TPA) firm specializing in customized retirement plan design and compliance services for business owners and financial advisors. With expertise in 401(k) plans, 403(b) plans, and Defined B...

Capital Markets
51-200
Founded 2000
View All Jobs 13

Description

  • Maintain relationships with clients and advisors to support client retention.
  • Manage a caseload of approximately 90–110 full-service partner-level clients.
  • Prioritize workload to meet weekly goals in a results-oriented team environment.
  • Coordinate with TPAs, recordkeepers, and advisors to deliver a strong client experience.
  • Consult with clients on retirement plan operations and design.
  • Identify and help resolve plan-administration issues.
  • Monitor recordkeeper message boards and notice deadlines, ensuring timely notice distribution.
  • Review and approve participant transactions and annual nondiscrimination testing.
  • Review and electronically file Form 5500 and other government forms.
  • Perform work in accordance with AFS policies and procedures.

Requirements

  • 5+ years of 401(k) plan administration experience.
  • Strong knowledge of ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) nondiscrimination testing.
  • NIPA credential, ASPPA credential, or a four-year college degree.
  • Excellent written and verbal communication skills.
  • Strong time-management, organization, and multitasking abilities.
  • Ability to independently and proactively manage a book of business.
  • Strong critical-thinking skills and commitment to ongoing learning and coaching.
  • Clean background and credit history checks.
  • Must work from the United States and be authorized to work for any U.S. employer.

Benefits

  • Base salary of $70,000–$95,000 in a salaried, non-exempt role.
  • Fully remote work with company-provided computer, phone, and home-office equipment.
  • 37.5-hour workweek with a choice of start time between 7:30 a.m. and 8:30 a.m.
  • Overtime pay and generous paid time off.
  • Medical, dental, disability, and life insurance.
  • 401(k) plan with employer match and HSA.
  • Financial support for professional designations and recurring professional training.

Interested in this position?

Apply directly on the company website

Apply Now

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