Senior, Client Service Manager
Core
Oversee a portfolio of large-market retirement plan clients, serving as a trusted advisor to ensure accurate, responsive, and high-quality service while managing complex client relationships and compliance considerations.
Role type
Senior IC client service manager (retirement plans)
Builds
Operational integrity and service delivery for retirement plan clients
Domain
Financial services / Retirement plan administration
Deliverable
dashboards & analysis
Required skills
Retirement plan administration, ERISA/IRS compliance, 401(k)/403(b) products, account analysis, risk mitigation, process improvement, mentoring
Preferred skills
None stated
Technologies
Microsoft Office, recordkeeping systems
Responsibilities
Manage complex client portfolios and provide proactive guidance on plan design and compliance; Independently investigate and resolve escalated or sensitive client issues; Review and approve complex transactions to maintain compliance; Conduct detailed account reviews and trend analysis to identify discrepancies; Partner with operations and compliance teams to resolve systemic issues; Prepare reports and dashboards for stakeholders; Mentor and support junior team members.
Seniority
Senior, hands-on IC with mentorship responsibilities
