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Client Relationship Manager
Human Interest. Act as the single point of contact for plan sponsors within the assigned book of accounts .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in A-Z plan administration, including compliance with ERISA legislation and IRS requirements, while providing exceptional customer service and problem-solving support. Capable of collaborating cross-functionally to deliver accurate reporting and assist clients with ongoing plan design.
Highest-signal resume keywords
A-Z Plan AdministrationERISA Legislation KnowledgeProblem SolvingCustomer ServiceAnnual Plan Testing
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Plan Design SupportAnnual TestingForm 5500 ReviewTrust AccountingValuation Reporting
Soft Skills
Attention to DetailCommunicationEmpathyComposure Under StressInitiative
Tools & Technologies
FT William SoftwareASC Software
Industry Keywords
IRS ComplianceDepartment of LaborAudit AssistanceParticipant StatementsCross-Functional Collaboration
About the role
Key responsibilities & impact- Act as the single point of contact for plan sponsors within the assigned book of accounts
- Provide timely customer service, problem solving, and issue resolution
- Communicate plan features and requirements clearly and informatively
- Collaborate cross-functionally to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing, and reporting
- Share customer insights with marketing and product teams
- Serve as escalation point for participants of assigned plans
- Assist clients with ongoing plan design and document support
- Help clients meet IRS and Department of Labor deadlines
- Maintain current knowledge of ERISA legislation and proposed changes through self-study and company-sponsored training
- Review or perform annual plan testing, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), deductibility, and 402(g)
- Review Form 5500 and coordinate timely filing with plan sponsors
- Assist auditors for plans subject to audit
- Assist IRS and DOL auditors when applicable
Requirements
What you’ll need- 3-5+ years of experience in A-Z plan administration
- Passion for solving problems and helping people
- Strong troubleshooting ability with meticulous attention to detail
- Ability to communicate with confidence, professionalism, and empathy
- Ability to remain composed in high-stress situations
- Ability to work autonomously and take initiative
- Ability to quickly adapt within a fast-growing startup environment
- Bonus: Experience with FT William and/or ASC software systems
Benefits
Comp & perks- 401(k) with dollar-for-dollar employer match up to 4% of compensation, immediately vested, with $0 plan fees
- Top-of-the-line health plans
- Dental and vision insurance
- Competitive time off and parental leave
- Unlimited access to Addition Wealth digital tools, financial professionals, and knowledge center
- Lyra enhanced mental health support for employees and dependents
- Carrot fertility healthcare and family-forming benefits
- Candidly student loan resources
- Monthly work-from-home stipend
- Quarterly lifestyle stipend
- Team-building experiences, virtual social events, and team offsites