Client Service Manager

Jobtailor; Colorado; On-site; USD 90,000 - 120,000; Full time

Job summary

Jobtailor in Colorado seeks an experienced Retirement Plan Administrator to manage institutional client relationships and oversee the implementation and administration of retirement plans. The role focuses on client satisfaction, retention, and profitability, while assisting plan sponsors with inquiries and coordinating system setup and event management.

Candidates should have a deep understanding of ERISA, recordkeeping, and cross-functional collaboration, with at least five years in the

Qualifications

• Deep understanding of systems functions and recordkeeping systems
• ERISA/plan operations/compliance knowledge
• Experience working with cross-functional teams and managing projects

Responsibilities

• Manage institutional retirement client relationships
• Implement and administer retirement plans and changes
• Oversee client satisfaction, retention, and profitability of products
• Assist plan sponsors with inquiries related to participant issues
• Support system setup and lead event management activities

Skills

Influence decisions

Project management

Cross-functional collaboration

Education

Bachelor’s degree or equivalent

Job description

Responsibilities

• Managing the overall relationship with Institutional Retirement clients
• Implementing and administering retirement plans and changes
• Overseeing client satisfaction, retention, and profitability of products
• Assisting Plan Sponsors with inquiries related to individual participant issues
• Helping with system setup and leading event management activities

Qualifications

• Deep understanding of Systems functions, Recordkeeping system, ERISA/plan operations/compliance requirement
• Ability to manage complex projects and work with a cross-functional team
• Ability to influence decisions
• Bachelor’s Degree or equivalent work experience
• Minimum 5 years industry experience