Retirement Plan Client Services Manager

This is a fully remote position, open to applicants in Arizona, +15 more locations.

📋 Description

• Organize team workflows and ensure that all members comprehend their responsibilities and assigned duties.

• Monitor employee performance and provide continuous coaching, guidance, and constructive feedback.

• Conduct regular one-on-one meetings as well as team meetings.

• Prepare and present employee performance evaluations and related reports.

• Develop and execute performance improvement plans when necessary.

• Administer disciplinary actions in line with company policies.

• Recruit, interview, onboard, and train new team members.

• Review and assess employee attendance and timekeeping records.

• Act as an escalation point for complex client inquiries and service issues.

• Monitor client interactions to ensure adherence to quality service standards.

• Establish and maintain communication regarding client compliance issues.

• Review outstanding case reports and proactively address service concerns.

• Participate in quality control reviews of retirement plan submissions.

• Create, update, and implement policies and procedures to enhance operational efficiency and service delivery.

• Collaborate closely with internal departments to ensure seamless service and operational effectiveness.

• Promote a positive and collaborative team atmosphere.

• Build and sustain strong professional relationships with clients, vendors, and business partners.

⛳️ Requirements

• Bachelor's degree or a comparable combination of education, training, and experience.

• Advanced understanding of retirement plan administration, related regulations, and IRS tax rules.

• Strong customer service capabilities, with the ability to manage client expectations and provide exceptional follow-up.

• Excellent organizational, problem-solving, and time-management abilities.

• Capacity to handle multiple priorities and make sound decisions in a fast-paced environment.

• Strong attention to detail and a commitment to accuracy.

• Proficiency in Microsoft Excel, Word, and Outlook.

• Outstanding written, verbal, and interpersonal communication skills.

• Ability to work effectively both independently and as part of a team.

• Prior supervisory or team leadership experience in retirement plan administration or financial services.

• Must reside in AZ, CA, CO, FL, GA, IA, MD, MI, NC, NY, NJ, OH, PA, SC, TX, or UT.

🏝️ Benefits

• Medical, dental, and vision insurance.

• Long-term and short-term disability insurance.

• Generous paid time off along with paid holidays.

• Fully remote work environment.

• Ongoing professional development and career advancement opportunities.

• Collaborative and supportive team culture.

• Stable company with a strong reputation and long-tenured employees.