Client Relationship Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Serve as the primary contact for plan sponsors within the designated account portfolio

• Deliver prompt customer service, resolve issues, and provide effective problem-solving

• Convey plan features and requirements in a clear and informative manner

• Collaborate across departments to produce compliant and accurate valuation reports, participant statements, trust accounting, annual testing, and reporting

• Relay customer insights to marketing and product development teams

• Act as the escalation point for participants of the assigned plans

• Assist clients with continuous plan design and documentation support

• Help clients adhere to IRS and Department of Labor deadlines

• Keep abreast of ERISA legislation and proposed changes through self-education and company-sponsored training

• Review or conduct annual plan testing, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), deductibility, and 402(g)

• Review Form 5500 and coordinate timely submissions with plan sponsors

• Support auditors for plans that are subject to audits

• Assist IRS and DOL auditors when necessary

⛳️ Requirements

• 3-5+ years of comprehensive experience in plan administration

• Enthusiasm for problem-solving and assisting others

• Strong troubleshooting skills with a keen eye for detail

• Ability to communicate with assurance, professionalism, and empathy

• Capacity to remain calm in high-pressure situations

• Capability to work independently and take initiative

• Ability to swiftly adapt in a rapidly growing startup environment

• Bonus: Familiarity with FT William and/or ASC software systems

🏝️ Benefits

• 401(k) plan with a dollar-for-dollar employer match up to 4% of compensation, fully vested immediately, with no plan fees

• Access to top-tier health insurance plans

• Dental and vision coverage

• Competitive time-off policies and parental leave

• Unlimited access to Addition Wealth digital tools, financial professionals, and knowledge resources

• Enhanced mental health support for employees and dependents through Lyra

• Carrot fertility healthcare and family formation benefits

• Candidly student loan assistance resources

• Monthly work-from-home stipend

• Quarterly lifestyle stipend

• Opportunities for team-building activities, virtual social events, and team retreats