Client Service Manager - February 2027 Start Date
Core
Primary operational contact for a portfolio of 401(k) retirement plans, managing service delivery to plan sponsors, advisors, and third-party administrators.
Role type
Client Service Manager (Retirement Plans)
Builds
High-level service delivery and operational coordination for 401(k) plan administration.
Domain
Financial Services / Retirement Plan Administration
Deliverable
client delivery
Required skills
401(k) plan administration, ERISA/DOL/IRS regulations, plan setup and amendments, stakeholder management, issue escalation resolution, custom reporting coordination
Preferred skills
Defined contribution plan support, recordkeeping platforms, cross-functional team leadership
Technologies
Microsoft Office Suite
Responsibilities
Manage day-to-day client communications and coordinate plan administration activities; Lead client meetings and conference calls to provide consultation and facilitate issue resolution; Proactively follow up on outstanding matters including plan setup, documents, contributions, loans, distributions, and enrollment; Monitor escalated issues through resolution and keep clients informed; Coordinate development and delivery of custom client reporting; Resolve escalated client and plan issues by partnering with internal teams including operations, legal, compliance, and technical support.
