Client Service Manager

Role Overview

The Client Service Manager serves as the primary operational contact for a specified block of 401(k) retirement plans, managing daily communications with internal and external parties to maintain and develop strong client relationships.

What You Will Do

Proactively follow up on outstanding issues, address and communicate essential recordkeeping information, ensure issues are resolved, and coordinate production and rollout of custom reporting for clients.

Why It Might Be a Fit

The ideal candidate will have 3+ years of experience in the financial services industry, knowledge of ERISA, DOL and applicable IRS regulations, and excellent written and verbal communication and presentation skills.

Requirements

• Associate’s degree in Business, Finance or a related field or equivalent years of work experience
• 3+ years of experience in the financial services industry
• Knowledge of Microsoft Office Suite
• Knowledge of ERISA, DOL and applicable IRS regulations related to retirement plans
• Excellent written and verbal communication and presentation skills
• Ability to multi-task, prioritize, and problem-solve effectively