Senior Client Service Manager
New
J
JobgetherRetirement plans
Remote work is limited to candidates residing more than 30 miles from Des Moines, Iowa, or Charlotte, North Carolina.Full-TimeSenior
SalaryAnnual base salary. Senior, Client Service Manager salary ranges: Wichita, Kansas: $84,600–$114,300; Des Moines, Iowa: $89,300–$120,650; Charlotte, North Carolina: $94,000–$127,000; Chicago / Minneapolis: $103,400–$139,700; Los Angeles / New York City: $112,800–$152,400. Potential Lead-level salary ranges: $104,400–$140,400 in Wichita; $110,200–$148,200 in Des Moines; $116,000–$156,000 in Charlotte; $127,600–$171,600 in Chicago / Minneapolis; and $139,200–$187,200 in Los Angeles / New York City.
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Job Details
- Experience
- At least 6 years of experience in client service, financial services, or retirement plan operations, or equivalent experience gained through work, training, military service, or education.
- Required Skills
- Microsoft Office
Requirements
- Have at least 6 years of experience in client service, financial services, or retirement plan operations, or equivalent experience gained through work, training, military service, or education.
- Understand retirement plan administration and financial concepts, and apply procedures accurately with independent judgment on moderately complex matters.
- Be familiar with retirement products and services, including 401(k), 403(b), defined benefit arrangements, pension risk transfer group annuity contracts, or other defined contribution offerings.
- Be able to guide clients and internal teams through complex retirement plan features, processes, and requirements.
- Demonstrate strong written and verbal communication skills when interacting with clients and internal stakeholders.
- Be able to mentor junior colleagues by sharing expertise, reviewing work, and coaching on best practices.
- Have excellent attention to detail and the ability to identify, troubleshoot, and resolve data discrepancies with minimal supervision.
- Be proficient in Microsoft Office and recordkeeping or workflow systems, and be able to recommend process improvements.
- Have strong organizational and prioritization skills, manage competing demands, and escalate issues appropriately.
Responsibilities
- Manage a large portfolio of clients with complex retirement plan structures and provide guidance on plan design and compliance considerations.
- Build trusted client relationships by addressing questions, requests, and concerns while maintaining service standards and internal policies.
- Investigate and resolve escalated or sensitive client issues, ensuring timely and accurate outcomes.
- Review and approve complex transactions while maintaining compliance and operational integrity.
- Conduct account reviews and trend analysis to identify discrepancies, mitigate risks, and prevent errors.
- Partner with operations, technology, and compliance teams to investigate and resolve recurring or systemic issues.
- Apply expertise in ERISA, IRS, and internal compliance requirements to identify potential regulatory risks.
- Prepare reports and dashboards for internal stakeholders and clients, translating findings into recommendations.
- Identify and implement improvements to client service processes, workflows, and operational procedures.
- Share expertise with colleagues and mentor junior team members through coaching, knowledge-sharing, and work reviews.
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