Description
The Client Service Manager serves as the primary operational contact for an assigned portfolio of 401(k) retirement plans, coordinating plan administration, client communications, meetings, issue resolution, reporting, and specialized client services. The role requires an associate’s degree or equivalent experience, at least three years of financial services experience, knowledge of 401(k) administration and ERISA, U.S. Department of Labor, and IRS regulations, Microsoft Office proficiency, and strong communication and organizational skills. Experience with 401(k) defined contribution plans, recordkeeping or administration platforms, and escalated client issues is preferred.
