Client Service Analyst Cash Balance Plans
Charlotte, NC 28105 | Remote Friendly
This individual will use their excellent client service skills and knowledge of cash balance plan administration to provide superior service to cash balance plan sponsors and to advisors and to administer plans.This is not an actuarial position.
This position combines hands on administration work with client service via phone and email. This position can be telecommute or in-office in the Charlotte, NC area.
If you want to work for a firm that appreciates its employees and is well respected, then this is the place for you.
Experience with the following helps, but an overall understanding of cash balance plan administration AND client service are the most important criteria:
2+ years cash balance plan administration experience including experience speaking with clients
Bonus points for:
Cash balance offset experience
401(a)(26), 410(b) and 401(a)(4) testing experience
Experience working with new comparability plans
Combo plan testing
Preparation of actuarial valuation reports
2+ years Cash Balance plan administration experience
Strong client service skills
An interest in working with a great team at a firm with a great work life balance, commitment to employee professional development, and a strong commitment to the cash balance product
Industry Expertise: Defined Contribution, Defined Benefit, 401(k), Qualified Plans, Non Qualified Plans, ESOP, Taft-Hartley, 403(b), ERISA Compliance, Plan Administration, Conversions/Implementation, Wealth Management, Financial Advisors, Institutional Retirement Sales, Wholesaling
Types of Positions: Plan Administration, Conversions/Implementation, Compliance/ERISA, Client Relationship Manager, Education/Enroller, Sales/Wholesaling/DCIO, Wealth/Retirement Financial Advisor, Manager, Director, VP.
The best part of my job: I build and maintain long term relationships. When I help a candidate advance their career and help a client hire the right person, it's a great feeling.