Client Relationship Manager I
Core
Act as the single point of contact for plan sponsors to ensure timely resolution of issues, optimize retirement plans, and assist with compliance and reporting.
Role type
Client Relationship Manager (Retirement Plan Administration)
Builds
Optimized retirement savings plans for small and medium-sized businesses
Domain
Financial Services / Retirement Planning / ERISA Compliance
Deliverable
client delivery
Required skills
A-Z plan administration, problem solving, issue resolution, cross-functional collaboration, regulatory knowledge (IRS/DOL), annual testing (ADP/ACP, Top Heavy, etc.), Form 5500 review, audit assistance
Preferred skills
FT William and/or ASC software systems experience
Responsibilities
Act as the single point of contact for assigned plan sponsors; Provide timely customer service and issue resolution; Communicate plan features and requirements; Work cross-functionally for compliant valuation reports and annual testing; Act as the escalation point for plan participants; Assist with plan design and document support; Maintain knowledge of ERISA legislation; Review Form 5500 and coordinate timely filing; Assist auditors (IRS/DOL) if applicable
Seniority
Mid-level (3-5+ years experience)
