Copy of 401(k) Client Relationship Manager

Employee Fiduciary, LLC•Mobile, AL

8d•Onsite

About The Position

Employee Fiduciary, LLC is a rapidly growing professional services firm and a leading provider of low-cost 401(k) plans to small and mid-sized businesses. We are seeking a 401(k) Client Relationship Manager for our Plan Administration Department. This department establishes new clients on the Employee Fiduciary systems and serves as the primary point of contact for client plan information. The Client Relationship Manager will answer client questions and keep them informed about matters affecting their plan. This position is based in our Mobile, AL office and reports to the Director of Plan Administration. This is an entry-level position with training provided at our Mobile, AL office, offering an excellent opportunity to start a career in the 401(k) industry.

Requirements

Strong proficiency in Microsoft Office software with advanced knowledge in Excel.
Strong proficiency in the use of Relius and Pension Pal software and the ability to train others their use.
Expert understanding of department processes, procedures and standards.
Ability to interact cordially and productively with all company employees.
Ability to handle multiple tasks effectively.
Ability to work under pressure and to prioritize.
Excellent organizational skills.
Ability to use general office equipment including computer keyboard by touch, voice mail system, copy machine, and printers.
Ability to proficiently read, write and communicate clearly in English.
Ability to maintain an effective working relationship with, and among employees.
Effective communications skills with ability to handle difficult people or situations.
Be a role model to team and others throughout company.
Ability to make logical, cost effective decisions based on the financial stability of the company.
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.

Nice To Haves

Prior experience with Relius or similar software is a plus.

Responsibilities

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.