About the role
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