Client Relationship Manager

Omnia Executive; Lone Jack (MO); On-site; USD 40,000 - 60,000; Full time

Job summary

A leading company specializing in retirement plan consulting is seeking a Client Service Representative. The role involves providing professional support to clients, ensuring compliance, and maintaining strong relationships. Ideal candidates will have a background in client service, with a focus on retirement plans. This full-time position offers opportunities for growth and development in a supportive environment.

Benefits

Health insurance

Dental insurance

Vision insurance

401(k) with employer contribution

Paid time off

Continuing education support

Qualifications

• 2+ years of experience in client service or financial services role.
• Knowledge of qualified retirement plans and IRS/DOL regulations.

Responsibilities

• Serve as the main point of contact for assigned clients.
• Coordinate with internal teams for timely delivery of services.
• Assist clients with day-to-day questions related to plan operations.

Skills

Communication

Attention to Detail

Client Service

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

3 days ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Direct message the job poster from Omnia Executive

Job Title: Client Service Representative

Reports To: Pension Administration Manager

Job Type: Full-Time

About Us

Omnia Executive is a Third Party Administrator (TPA) specializing in retirement plan consulting and administration. We partner with employers, financial advisors, and recordkeepers to deliver personalized, compliant, and cost-effective retirement plan solutions. Our team is dedicated to exceptional service, technical expertise, and long-term relationships.

Position Summary

The Client Service Representative (CSR) serves as the primary liaison between our firm and our clients. This role is responsible for providing timely, accurate, and professional support to plan sponsors, financial advisors, and internal teams. The ideal candidate will be highly organized, client-focused, and have an understanding of retirement plans (401(k), profit sharing, defined benefit, etc.).

Key Responsibilities

• Serve as the main point of contact for assigned clients, building strong relationships through consistent communication and responsiveness
• Coordinate with internal teams to ensure timely and accurate delivery of plan administration services, compliance testing, and reporting
• Assist clients with day-to-day questions related to plan operations, contributions, distributions, loans, and plan design
• Support onboarding of new clients, including data gathering, plan setup, and transition from prior providers
• Maintain and update client records and documentation in CRM and administrative systems
• Monitor deadlines and deliverables to ensure regulatory and service level requirements are met
• Educate and guide clients through regulatory updates, plan amendments, and best practices
• Collaborate with external partners such as recordkeepers, investment advisors, and CPAs
• Escalate complex issues to senior administrators or management as needed

Qualifications

• Bachelor’s degree or equivalent experience in business, finance, or related field
• 2+ years of experience in a client service, retirement plan administration, or financial services role (TPA experience preferred)
• Knowledge of qualified retirement plans (401(k), profit sharing, safe harbor, etc.) and IRS/DOL regulations
• Strong interpersonal and communication skills, both written and verbal
• High attention to detail and ability to manage multiple priorities
• Proficiency with Microsoft Office (Excel, Outlook, Word); experience with retirement plan software a plus
• Ability to work independently as well as collaboratively in a team environment

Preferred Qualifications

• ASPPA, NIPA, or other industry certification(s)
• Experience working with multiple employer plans or complex plan designs
• Prior use of recordkeeping platforms or CRM systems
• Health, dental, and vision insurance
• 401(k) with employer contribution
• Paid time off and holidays
• Continuing education and professional development support

Compensation is dependent on level of experience. Please send inquiries or resume to [e-mail]. Visit www.riseretirement.com/omnia-jobs to apply online.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

Referrals increase your chances of interviewing at Omnia Executive by 2x

Get notified about new Client Relationship Manager jobs in Lees Summit, MO.

Client Relationship Manager - PAACCTMGT-Q2-R2

Client Service Manager – Pharma Hub Services

Manager, Specialty Healthcare Account Management - RemitConnect

Senior Manager, Client Success (Marketing Analytics)

Senior Manager, Client Success (Marketing Analytics)

Associate Manager, Financial Services Client Relations Specialist

Regional Sales Manager - AZ, CO, UT, NM, NV

Business Development Manager - Financial Sales

Senior Business Development Manager – Dairy Market (Multiple Locations)

Business Development Manager - B2B Outside Sales - Restoration/Construction

Business Development Manager - B2B Outside Sales - Restoration/Construction

Engineering Business Development Manager - Outdoor and Fitness Technology

Business Development Manager - Electronic Manufacturing Solutions

Tax Senior Manager-Financial Services-Wealth and Asset Management Client Delivery Services-EDGE

Kansas City, MO $131,400.00-$300,200.00 2 weeks ago

Overland Park, KS $80,000.00-$100,000.00 3 days ago

Business Relationship Manager II - Assistant Vice President

Key Account Manager - Bakery Ingredients - Food & Beverage

Kansas City, MO $150,000.00-$180,000.00 3 days ago

Outside Sales Account Manager - Industrial Component Service and Repair

Client Service Manager Trainee - Achieve July 2025

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.