Retirement Plans Client Service Manager
Charlotte NC Charlotte, NC 28211-1120 | Remote Friendly
This is a telecommute opportunity for an experienced 401k Plan Administrator. You will manage relationships with plan sponsors, discuss plan design, recommend plan changes, and break down technical information for clients; review non discrimination test results; review 5500 preparation. ftwilliam experience preferred. ASPPA designations are a plus but are not required. This company supports ongoing professional education. FINRA licensing is not required and will not be supported.
--401k plan administration experience required
--Exceptional client communication skills
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.