Client Relationship Manager – Retirement Services

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

📋 Description

• Deliver comprehensive relationship management assistance to Retirement Plan Advisors.

• Act as an internal expert on ERISA and 401(k), providing guidance on DOL, IRS, PBGC, and other regulatory standards.

• Conduct research and analyze intricate ERISA-related matters, translating them for advisors and clients.

• Aid in the preparation of 401(k) plan documents, amendments, and regulatory submissions.

• Support advisors in clarifying fiduciary duties, investment alternatives, fee structures, and withdrawal strategies.

• Serve as a reliable point of contact for retirement plan and 401(k) clients.

• Compile data, reports, and tailored proposals for client meetings.

• Recognize client needs and opportunities while assisting in the development of customized retirement plan solutions.

• Facilitate communication between field advisors and internal departments.

• Assist in the onboarding of new retirement plan clients, ensuring all documentation is complete and compliant.

• Address client inquiries about plan administration and participant-related questions.

• Maintain precise client and plan records using Salesforce CRM.

• Create client-facing materials and presentations.

• Identify issues and deliver client-focused solutions that comply with IRS regulatory requirements.

⛳️ Requirements

• Bachelor’s degree in Business, Finance, Accounting, or a related area.

• 2–5 years of experience with retirement plans, specifically 401(k) plans, in client-facing, compliance, or administrative roles.

• Experience in supporting advisors and/or clients within a retirement plan or financial services setting.

• Excellent interpersonal, written, and verbal communication abilities.

• Strong attention to detail with the capacity to manage multiple projects at once.

• Familiarity with CRM systems; Salesforce experience preferred.

• Proficient in Microsoft Office Suite.

• ASPPA, CEBS, QKA, or similar certifications related to 401(k) plan administration or ERISA compliance are advantageous.

• Must be located in the EST timezone.

🏝️ Benefits

• Options for medical, vision, and dental benefits.

• 401(k) plan with company matching.

• Life insurance provided by the company.

• Short-term disability (STD) coverage.

• Long-term disability (LTD) coverage.

• Paid time off starting at 18 days annually.

• 10 paid holidays.

• 2 floating holidays.