Associate, Client Service Manager - Defined Benefits
Core
Associate Client Service Manager supporting Defined Benefit plan clients with inquiries, transactions, and record maintenance.
Role type
Associate, Client Service Manager (Defined Benefits)
Builds
Retirement plan services and client support
Domain
Financial Services / Retirement Plan Administration
Deliverable
client delivery
Required skills
Retirement plan administration, Defined Benefit operations, Data discrepancy resolution, Microsoft Office, Recordkeeping systems, Regulatory compliance (ERISA/IRS)
Preferred skills
Defined Benefit pension administration, Benefit calculations, Plan operations, Participant servicing
Technologies
Microsoft Office, Recordkeeping systems, Workflow systems
Responsibilities
Respond to client inquiries via phone/email/portal, Process retirement plan transactions, Maintain and reconcile client records, Ensure regulatory compliance, Generate reports and document interactions, Collaborate with operations and compliance teams
Seniority
Associate, entry-level to 1 year experience