About this role

Serves as the primary point of contact for Employee Fiduciary clients.
Responds to client inquiries within stated service standards.
Maintains a working knowledge of qualified plan regulations and Employee Fiduciary procedures.
Manages the receipt of the client information necessary to complete year-end testing and the Form 5500.
Timely escalates inquiries or issues to the appropriate parties when necessary.
Assists clients in the use of the sponsor and/or participant websites, including payroll uploads.
Supports financial advisor requests for reports and fund availability.
Interprets plan document provisions for clients.
Keeps clients/advisors up to date on upcoming legislation.
Provides reports and support for year-end plan audits.
Maintains a caseload of up to 200 plans.
Attends bi-weekly meetings with team.

General business, accounting or finance degree preferred.
Five years related work experience and accounting classes may be substituted for degree.
Advanced knowledge of Microsoft Excel required.
Prior experience with Relius or similar software is a plus.

401(k) Client Relationship Manager

Key skills