Nova 401(k) Associates · 3 hours ago
Client Relationship Manager
United States
Full-time
Remote
Mid, Senior Level
$72K/yr - $92K/yr
5+ years exp
Maximize your interview chancesConsultingFinancial Services
No H1B
Insider Connection @Nova 401(k) Associates
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Responsibilities
Maintaining client and advisor relationships with a high client retention rate
Maintaining a caseload of about 90 – 110 full-service partner level clients
Managing and prioritizing workload towards weekly goals in a results-oriented team environment
Working with other TPAs, recordkeepers, and advisors to ensure a great client experience
Performing work according to AFS policies and procedures
Consulting with clients regarding plan operation and design
Identifying and assisting in resolving issues related to plan administration
Monitoring recordkeeper message boards
Monitoring notice deadlines and ensuring notices are distributed timely
Reviewing and approving participant transactions
Reviewing annual non-discrimination testing
Reviewing and electronically filing the Form 5500 and other government forms
Qualification
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Required
Five or more years of 401(k) plan administration experience
Superior knowledge of ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) non-discrimination testing
NIPA credential, ASPPA credential, or a 4-year college degree
Excellent written and verbal communication skills
Excellent time management, organizational skills, and ability to multi-task
Ability to proactively and independently manage a book of business
High level of critical thinking
Committed to lifelong learning and coachable
Benefits
Medical, dental, disability, and life insurance
Paid time off
401(k) plan with employer match
Company
Nova 401(k) Associates
Nova 401(k) Associates is a financial services firm headquartered in Houston.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Arasely Valdez, ERPA, QPA, QKA, APA
Chief Operations Officer
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