Client Service Manager – Non-Qualified Plans

This is a fully remote position, open to applicants in Florida.

📋 Description

• Oversee and uphold documentation and record-keeping, plan statements, and the communication of information to clients, while assisting in the modification and enhancement of plan administration processes within the established policy framework.

• Address client requests through both verbal and written communication.

• Proactively engage with assigned clients, advisors, and partners to foster and maintain relationships.

• Supply calculations and amounts to plan sponsors, communicate fund actions, and consult with clients to address inquiries, research and resolve issues, provide legal updates, and respond to requests for specialized reports.

• Collaborate with clients to rectify and fund payroll items and manage distribution requests.

• Organize enrollment events alongside Plan Sponsors and relevant internal teams, including the coordination of enrollment materials and educational initiatives.

• Participate in final sales presentations and various client meetings.

⛳️ Requirements

• A Bachelor's degree in a business-related field or an equivalent combination of education and industry experience is required.

• A minimum of 4 years of experience in Retirement Services is necessary.

• The ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations is essential.

🏝️ Benefits

• Reasonable accommodations may be provided to enable individuals with disabilities to perform essential functions.

• Offer client support and customer service for day-to-day inquiries from clients.