401 (k) Client Service Manager

Aon plc; Northern (KY); Hybrid; USD 90,000 - 110,000; Full time

Job summary

Aon plc in the United States is hiring a Client Service Manager to deliver the Aon PEP 401(k) Plan to a portfolio of employers. This virtual role lets you work from home or any local US office.

You will be the main client contact for service delivery, lead projects, and mentor a team of analysts. A strong background in retirement consulting and Excel is required, with opportunities for leadership.

Qualifications

• Bachelor’s degree or equivalent years of industry experience.
• At least 5 years of experience in retirement consulting, plan management, and client service.
• Advanced Excel skills, including census data analysis and formula use (VLOOKUP, IF).
• Strong ability to manage multiple clients, issues, and deadlines.
• Proven people management and leadership capabilities preferred.

Responsibilities

• Deliver the Aon PEP 401(k) Plan to a portfolio of participating employers.
• Serve as the main client contact for service delivery and collaborate with partners.
• Lead special projects such as plan design changes, amendments, and webinars.
• Oversee a team of analysts to ensure accurate workflow and data integrity.
• Navigate complex regulatory and administrative 401(k) issues in a fast-paced environment.

Skills

Excel

Project management

Client service

Leadership

Time management

Education

Bachelor’s degree or equivalent years of industry experience

Tools

Excel formulas (VLOOKUP, IF)

Job description

Are you a retirement professional who enjoys working directly with clients? Are you looking to join an exciting and innovative team revolutionizing the retirement space? The Aon Pooled Employer Plan (Aon PEP) is a fast-growing 401(k) solution delivering a better experience for employers and their employees. Be part of our growing team as a Client Service Manager!

This is a virtual role with the flexibility to work from home or from any local Aon office in the US.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As a global organization, we are united through trust as one inclusive team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like

The Client Service Manager (CSM) is responsible for delivering the Aon PEP 401(k) Plan to a portfolio of participating employers. CSMs are the main client contact for service delivery and work closely with Aon PEP leaders and our service partners to deliver a high-quality, market-leading 401(k) experience. In addition, the Client Service Manager must:

• Have a strong command of client objectives
• Stay current on 401(k) regulatory and legislative landscape
• Haveat least 5 yearsof experience in retirement consulting, plan management, and client service
• Have skills and judgment to recognize how to appropriately support clients through complex 401(k) regulatory and administrative issues
• Have the analytical and organizational skills to understand how to monitor, review, and identify 401(k) administrative concerns
• Have Excel expertise and the ability to strategically identify and resolve data discrepancies
• The ability to delegate a team of analysts and oversee completion and accuracy of workflow
• Have the ability to work in a fast-paced environment, tracking multiple deliverables and inquiries across multiple clients and participants at one time
• Lead special projects, such as plan design changes, plan amendments, custom communications, educational webinars, payroll corrections, and merger & acquisition support
• This role may have people management and leadership opportunities, depending on the experience and interest of the candidate.

In this role, you will expand your knowledge of 401(k) plan design, administration, compliance, and procedures. You will also work directly with clients and third-party vendors, serving as a project manager and resource. Experience in the 401(k) industry is required, as you will have a fair amount of discretion in ensuring plan compliance across participant employers and delivering high quality services.

How this opportunity is different

You will enjoy working with a broad range of people. Within Aon, you will have the support of the broader client service team, operations managers, and leadership team for the Aon PEP. Outside of Aon, you will connect with our partners, our clients, and our clients’ service providers.

As the main client contact, you will serve as an account executive and establish a trusted relationship with your clients as their 401(k) consultant. We work collaboratively as a team in serving our clients and act in a fiduciary capacity.

Our team is keenly focused on colleague development and career opportunities. We look forward to nurturing your talents not only to support our clients and team, but also to encourage you in your personal growth and career goals.

Skills and experience that will lead to success:

• Expert understanding of 401(k) plan design, administration, and compliance
• Advanced knowledge of Excel- specific to working with census data, financial data, calculating plan corrections and annual contribution calculations. (The ideal candidate will be well-versed with formulas such as V-lookup and “if,then” calculations.) Advanced analytical skills and the ability to strategically identify and resolve data discrepancies is a great asset.
• Ability to own and take responsibility for multiple clients; manage multiple issues, questions, and concerns on a daily basis
• Outstanding project management and delegation skills. You will have a team of analysts supporting you and your clients. You will need to keep your team on-task to ensure all deliverables are tracked and completed accurately and in a timely fashion
• Ability to oversee the fulfillment of colleague work
• Outstanding time management skills; Self-motivated, detail-oriented and organized
• Good written, oral, and interpersonal skills; Comfortable and effective communication when engaging clients and vendors
• Ability to navigate difficult circumstances and works well within a team environment.
• Resourceful, strong critical thinking, analytical, and problem-solving skills
• Proven people management and leadership skills will be viewed favorably
• Education:Bachelor’s degree or equivalent years of industry experience.

How we support our colleagues

The salary range for this position (intended for U.S. applicants) is $90,000-$110,000 annually. Salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment