FRP of Florida · 1 month ago
Client Relationship Manager-Retirement Services
United States
Full-time
Remote
Entry, Mid Level
2+ years expFoundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Client Relationship Manager-Retirement Services to their Advus team in Winter Park, FL. In this role, you will provide comprehensive relationship management support to our Retirement Plan Advisors, ensuring the seamless delivery of high-quality 401(k) and other retirement plan services to our clients.
FinanceInsurance
Responsibilities
Serve as an internal ERISA and 401(k) expert, offering ongoing guidance to Retirement Plan Advisors on DOL, IRS, PBGC, and other regulatory standards
Research and analyze complex ERISA-related issues, developing clear and concise explanations for advisors and clients
Assist in the preparation and review of 401(k) plan documents, amendments, and other regulatory filings to ensure ERISA compliance
Support advisors in understanding and articulating fiduciary responsibilities to plan sponsors
Stay abreast of new and evolving ERISA legislation, regulations, and industry best practices, proactively communicating relevant updates to the team
Act as a trusted point of contact for Retirement Plan and 401(k) clients, addressing inquiries related to plan design, operations, and compliance
Assist advisors in preparing for client meetings, including gathering data, generating reports, and developing customized proposals
Collaborate with advisors to identify client needs and opportunities, contributing to the development of tailored retirement plan solutions
Support advisors in explaining complex retirement plan concepts, including investment options, fee structures, and withdrawal strategies, to clients
Facilitate communication and coordination between field advisors and internal departments (e.g., operations, legal, investment management)
Support the onboarding of new retirement plan clients, ensuring all documentation is complete and compliant
Support advisors in responding to client inquiries regarding plan administration, participant inquiries, and general retirement plan questions
Maintain accurate and organized client and plan records inside of Salesforce CRM
Assist in the preparation of client-facing materials and presentations
Accurately diagnoses issues and provide client driven solutions that also meet IRS regulatory requirements
Qualification
Required
Bachelor's degree in Business, Finance, Accounting, or a related field
2–5 years of experience working with retirement plans, particularly 401(k) plans, in a client-facing, compliance or administrative capacity
Experience supporting advisors and/or clients in a retirement plan or financial services environment
Strong interpersonal, written, and verbal communication skills
High attention to detail and ability to manage multiple projects simultaneously
Proficiency with CRM systems (Salesforce preferred) and Microsoft Office Suite
Preferred
ASPPA, CEBS, QKA, or other designations related to 401(k) plan administration or ERISA compliance are a plus
Benefits
Medical
Vision
Dental
401(k) with company match
Company paid life insurance
STD
LTD
Generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays
Company
FRP of Florida
FRP of Florida, a Foundation Risk Partners Company, has been serving the Daytona Beach, Ormond Beach and surrounding areas for over six decades.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase