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 a designated portfolio of accounts.

• Deliver prompt customer service, address problems, and resolve issues effectively.

• Clearly and informatively communicate the features and requirements of plans.

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

• Provide customer insights to the marketing and product teams.

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

• Support clients with ongoing plan design and documentation needs.

• Assist clients in meeting IRS and Department of Labor deadlines for qualified retirement plans.

• Stay updated on ERISA legislation and potential legislative changes through self-study and company 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 ensure timely filing in coordination with plan sponsors.

• Support auditors when plans are under audit.

• Assist IRS and DOL auditors when plans are subject to their audits.

⛳️ Requirements

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

• A strong passion for problem-solving and assisting others.

• Excellent troubleshooting skills with a keen eye for detail.

• Ability to communicate with confidence, professionalism, and empathy.

• Capacity to maintain composure in high-pressure situations while conveying empathy.

• Ability to work independently and proactively address customer needs and resolve issues.

• Adaptability to thrive in a rapidly growing startup environment.

• Bonus Points: Experience with FT William and/or ASC software systems.

🏝️ Benefits

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

• Access to top-tier health plans.

• Dental and vision insurance coverage.

• Competitive time off and parental leave policies.

• Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center for equity and financial wellness.

• Lyra enhanced mental health support available for employees and their dependents.

• Carrot fertility healthcare and family-forming benefits.

• Candidly student loan resources available for employees and their families.

• Monthly stipend for working from home.

• Quarterly lifestyle stipend.

• Opportunities for team-building experiences, virtual social events, and team offsites.