Client Relationship Manager-Retirement Services

Remote. Posted a month ago

The role

You will provide relationship management support to Retirement Plan Advisors. You will ensure the delivery of 401(k) and other retirement plan services through expertise in plan design, administration, and compliance.

What you will do

Serve as an internal ERISA and 401(k) expert providing guidance on regulatory standards.
Research and analyze complex ERISA-related issues.
Assist in the preparation and review of 401(k) plan documents and regulatory filings.
Support advisors in understanding fiduciary responsibilities to plan sponsors.
Stay updated on ERISA legislation and communicate updates to the team.
Act as a point of contact for clients regarding plan design, operations, and compliance.
Assist advisors in preparing for client meetings and developing proposals.
Collaborate with advisors to identify client needs and retirement plan solutions.
Support the onboarding of new retirement plan clients.
Maintain client and plan records in Salesforce CRM.

Required qualifications

Bachelor’s degree in Business, Finance, Accounting, or a related field.
2–5 years of experience working with retirement plans, particularly 401(k) plans, in a client-facing, compliance or administrative capacity.
Experience supporting advisors and/or clients in a retirement plan or financial services environment.
Strong interpersonal, written, and verbal communication skills.
High attention to detail and ability to manage multiple projects simultaneously.
Proficiency with CRM systems and Microsoft Office Suite.

Nice to have

Salesforce preferred
ASPPA, CEBS, QKA, or other designations related to 401(k) plan administration or ERISA compliance are a plus

Benefits

Medical, vision, and dental
401(k) with company match
Company paid life insurance
STD
LTD
PTO starting at 18 days per year
10 paid holidays
2 floating holidays

About the company

Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the US.