Client Service Manager

The Client Service Manager plays a critical role in delivering exceptional client service and experience to our retirement plan participants, ensuring smooth day-to-day plan operations, and supporting compliance, service coordination, and client satisfaction.

Requirements

• 3+ years of experience in 401(k), retirement plan administration, or financial services client support
• Working knowledge of 401(k) plans, ERISA concepts, and retirement plan operations
• Strong organizational skills with exceptional attention to detail
• Excellent written and verbal communication skills
• Ability to manage multiple priorities in a fast-paced, small-business environment

Benefits

• Competitive compensation based on experience
• Flexible work environment