Administrative Fiduciary Services is looking for Client Relationship Managers to fill fully remote positions. In this role, you will maintain client and advisor relationships, manage a caseload of approximately 90-110 clients, and consult with clients regarding plan operation and design. You will also identify and assist in resolving issues related to plan administration and review annual non-discrimination testing.
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USD/year
You will provide 1:1 virtual coaching, participate in training, communicate with members via email/chat, and share coaching tools to empower professionals to thrive in their jobs. You should value learning, growth, and community and be passionate about developing people; experience in finance and leadership is necessary.