Client Service Manager - February 2027 Start Date
Core
Primary operational contact for a portfolio of 401(k) retirement plans, ensuring service delivery to plan sponsors, advisors, partners, and third-party administrators.
Role type
Client Service Manager (Retirement Plans)
Builds
Plan administration services and custom client reporting for 401(k) plans
Domain
Financial Services / Retirement Plan Administration
Deliverable
client delivery
Required skills
401(k) plan administration, ERISA/DOL/IRS regulatory knowledge, plan setup and amendments, stakeholder coordination, issue escalation management, custom reporting
Preferred skills
Defined contribution plan support, recordkeeping platform experience, cross-functional issue resolution
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.
Seniority
Mid-level, hands-on IC