Client Service Manager

This is a fully remote position, open to applicants in Kentucky, +3 more states.

📋 Description

• Provide consistent and high-quality account management and administration for a portfolio of defined contribution relationships.

• Enhance client satisfaction and retention, streamline processes, address client concerns, and support improved retirement plan outcomes.

• Establish and nurture relationships with clients, financial advisors, industry partners, plan sponsors, and TPAs.

• Act as the main point of contact for daily account management and operational oversight.

• Collaborate with Relationship Managers to offer retirement plan and operational expertise.

• Assist in fiduciary responsibilities by addressing plan compliance, regulatory, and operational issues with TPAs and financial advisors.

• Review periodic activities for assigned plans, including compliance testing, Form 5500, quarterly statements, and RMDs.

• Coordinate with internal operations partners, financial advisors, and client-related service providers.

• Analyze, troubleshoot, and resolve issues related to plan administration and recordkeeping.

• Educate advisors and plan sponsors on payroll submissions, fund changes, loans, distributions, and compliance testing.

• Guide plan sponsors on mandatory and optional plan document amendments.

• Offer assistance and training on the website to advisors, plan sponsors, and TPAs.

• Utilize analytical skills to tackle complex problems and comprehend process flows and interdependencies.

• Meet individual and team service and retention objectives.

⛳️ Requirements

• A minimum of a 4-year Bachelor’s Degree or an equivalent combination of education and relevant experience.

• Required knowledge of ERISA Regulations and the applicable Internal Revenue Code.

• Advanced proficiency in Microsoft Excel and Outlook is essential.

• Excellent written and verbal communication skills.

• Capability to process detailed work within assigned deadlines and without errors.

• Familiarity with traditional 401(k), safe harbor, automatic contribution arrangements, new comparability, and other plan designs.

• Proven experience in managing relationships with participants, advisors, plan sponsors, or TPAs.

• Preferred experience with SunGard Relius Administration.

• Experience in compliance testing and contribution calculations is preferred.

• Professional certification is preferred, including ASPPA (QKA, QPA), CEBS, or NIPA (APA/APR).

• Frequent computer use and sitting; occasional standing, bending, twisting, and lifting required.

🏝️ Benefits

• Full-time employment.

• Option for remote work.