Client Service Manager
Core
Primary operational contact for a block of 401(k) retirement plans, accountable for service delivery to plan sponsors, advisors, partners, and third-party administrators.
Role type
Client Service Manager (401(k) plans)
Builds
Plan administration, custom reporting, and client service delivery
Domain
Financial services / Retirement plans
Deliverable
client delivery
Required skills
ERISA/DOL/IRS regulations knowledge, plan administration, issue resolution, stakeholder communication, multi-tasking, prioritization
Preferred skills
Associate's degree in Business/Finance, Microsoft Office Suite
Technologies
Microsoft Office Suite
Responsibilities
Manage daily communications with internal and external parties; coordinate plan administration; lead client meetings and conference calls; maintain plan issues history/log; follow up on outstanding issues regarding plan set-up, documents, contributions, loans, distributions, and amendments; communicate compliance testing results and regulatory changes; coordinate custom reporting production; handle escalated issues requiring special handling.