Client Service Associate supporting Account Management team within Business Insurance sector. Ensures client needs are met through effective communication and organizational skills in hybrid work environment.
About the role
- Client Service Manager overseeing 401(k) compliance and nurturing client relationships. Managing compliance testing and ensuring seamless service delivery with a focus on financial wellness.
Responsibilities
- Own and nurture client relationships at both decision-maker and administrative levels across Sequoia’s key accounts
- Guide strategic analysis of retirement plans to support client goals and compliance
- Collaborate with MEP vendors and other third parties to ensure seamless service delivery
- Lead 401(k) participant education meetings to promote financial wellness and engagement
- Troubleshoot and resolve administrative issues, including payroll remittance challenges
- Provide timely, thoughtful support for participant questions and account concerns
- Assist in the execution and validation of annual compliance testing (e.g., ADP/ACP, top-heavy coverage) to maintain plan integrity
- Maintain and update plan documents to reflect regulatory changes and client amendments
- Monitor plan operations for compliance with ERISA, IRS, and DOL regulations
- Support audit preparation and respond promptly to compliance inquiries
- Maintain accurate records in internal client databases and systems
Requirements
- QKA certification required (or actively pursuing)
- 3+ years of experience in 401(k) plan administration, preferably within a MEP structure
- Strong knowledge of plan document creation and maintenance
- Proven experience with annual compliance testing and regulatory reporting
- Ability to interpret complex regulations and apply them in practical scenarios
- Excellent communication and organizational, and time-management skills
- Ability to manage multiple priorities and work cross-functionally in a fast-paced environment
- Proficiency in Microsoft Excel and data analysis for compliance testing
Benefits
- Competitive compensation including base salary
- Performance-based bonus programs
- Comprehensive benefits package
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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