AFS is hiring a Team Leader for the Client Relations Team. The focus of this position is managing a team of professionals to meet firm goals. The Team Leader is responsible for training, goal setting, creating a positive work environment for junior staff, and performance reviews for the team members. Team leaders typically have input into setting policies and are expected to champion AFS culture and goals. Team leaders are evaluated primarily on the success of their team. For this position, an individual must have a minimum ten years of industry experience and five years of supervisory experience.
Job Responsibilities:
- Manage a team of 6-8 staff members, which will include some combination of Senior Account Managers, Account Managers and Associate Account Managers. Management will include ensuring client satisfaction of the clients assigned to the team, managing the team to meet AFS’s performance metrics, providing training and feedback to team members, and completing salary and performance reviews
- Must be a champion for AFS values and policies
- Assist in training staff members throughout the year
- Resolve a minimum of 50% of service issues escalated by team members
- Keep current with new regulations and legislation as well as an awareness of proposed regulations and legislation
- Assist with a minimum of three AFS client/broker outreach initiatives throughout the year, such as live seminars, webinars, or special AFS events
- Assist team members with annual client reviews
- Maintain a caseload of about 50 clients
- Provide design and consulting services to plans assigned to the team
- Cultivate existing client relationships for plans assigned to the team
- Communicate with principals, clients, financial advisors, attorneys, CPAs, and other professionals on plans assigned to the team
Qualifications:
- 10+ years of experience in nondiscrimination testing
- 5+ years of supervisory experience
- Credentials with a nationally recognized organization (ASPPA or NIPA)
- Strong knowledge of ERISA and Internal Revenue Code and Regulations
- Strong research and analytical skills
- Excellent written and verbal communication skills
- Proficiency in MS Excel and MS Word
- Superior organizational and coordination skills
- Flexibility, adaptability, and ability to multi-task
- Knowledge of Pension Pro is a plus
Compensation and Benefits:
- Base Salary $80,000-$120,000
- Salaried, exempt
- Medical, dental, disability, and life insurance
- Paid time off
- 401(k) plan with employer match
Work Location/Hours:
- Work from home
- Must work from USA and be authorized to work for any US employer
- We will supply all necessary computer equipment
- You may choose a start time between 7:30 am and 8:30 am
Click Here to review our Privacy Policy
Similar Jobs
What We Do
Nova 401(k) Associates provides third party administration services for 401(k) plans and actuarial services for defined benefit and cash balance plans. In this dog-eat-dog world, we give clients and financial advisors the resources and knowledge they need to make informed decisions and run retirement plans successfully.
At Nova 401(k) Associates, we understand your 401(k) plan is a small part of your business. And while your 401(k) plan may seem like a little detail, if you either don’t structure your plan correctly or aren’t proactive in managing it, your 401(k) plan can become a big headache. We fully understand the ins and outs of the 401(k) industry, so we don’t waste your time or money when it comes to creating an efficient 401(k) plan.
The best way for us to serve our clients, is to understand their business. It’s the only way we can tell you what you need to know. Our account managers are skilled at listening to clients and asking the right questions to get to the client’s real goals, issues and problems, so that we can correctly consult without making inaccurate assumptions.
When it comes to 401(k) plan expertise, we cut through the clutter and spare you the information overload. Our account managers are critical thinkers and understand the importance of clear, consistent communication. They talk to our clients and partners in a language they understand. At Nova 401(k) Associates, we offer actionable solutions instead of theoretical approaches
