401(k) Client Relationship Manager

Employee Fiduciary

Client Relationship Manager supporting the administration of 401(k) plans for Employee Fiduciary. Providing excellent client service and managing inquiries efficiently for up to 200 plans.

Posted 7/14/2026full-timeMobile • Alabama • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management and compliance with qualified plan regulations, while effectively supporting financial advisors and managing a diverse caseload of plans. Proficient in utilizing Microsoft Excel for reporting and analysis, with a strong understanding of year-end testing and Form 5500 requirements.

Highest-signal resume keywords

Client Relationship ManagementQualified Plan RegulationsMicrosoft ExcelYear-End TestingRelius Software

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Inquiries ResponsePlan Document InterpretationYear-End Plan AuditsPayroll UploadsForm 5500 Completion

Soft Skills

CommunicationProblem-SolvingTeam Collaboration

Tools & Technologies

Relius SoftwareParticipant Websites

Industry Keywords

Employee FiduciaryFinancial Advisor SupportLegislation UpdatesCaseload Management

About the role

Key responsibilities & impact

Serves as the primary point of contact for Employee Fiduciary clients.
Responds to client inquiries within stated service standards.
Maintains a working knowledge of qualified plan regulations and Employee Fiduciary procedures.
Manages the receipt of the client information necessary to complete year-end testing and the Form 5500.
Timely escalates inquiries or issues to the appropriate parties when necessary.
Assists clients in the use of the sponsor and/or participant websites, including payroll uploads.
Supports financial advisor requests for reports and fund availability.
Interprets plan document provisions for clients.
Keeps clients/advisors up to date on upcoming legislation.
Provides reports and support for year-end plan audits.
Maintains a caseload of up to 200 plans.
Attends bi-weekly meetings with team.

Requirements

What you’ll need

General business, accounting or finance degree preferred.
Five years related work experience and accounting classes may be substituted for degree.
Advanced knowledge of Microsoft Excel required.
Prior experience with Relius or similar software is a plus.

Benefits

Comp & perks

medical
dental
vision
group life
401(k)
FSA