Client Service Manager

Jobtailor

North Carolina

On-site

USD 65,000 - 95,000

Full time

3 days ago

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Job summary

Jobtailor is seeking an experienced account management professional to oversee a defined contribution client portfolio in retirement plan administration. You will deliver high-quality service, ensure compliance, and partner with advisors, plan sponsors, and TPAs to optimize outcomes.

Responsibilities include interpreting ERISA requirements, reviewing Form 5500, performing compliance testing, and guiding clients through plan amendments and contribution calculations while maintaining strong

Qualifications

Bachelor's degree or equivalent experience in a related field.
Knowledge of ERISA Regulations and Internal Revenue Code.
Advanced Excel and Outlook skills.
Strong written and verbal communication abilities.
Experience with plan sponsors, TPAs, and financial advisors.
Familiarity with 401(k) designs, safe harbor, and contributions.

Responsibilities

Deliver consistent account management for defined contribution relationships.
Drive client satisfaction, retention, and operational efficiency.
Build relationships with clients, advisors, sponsors, and TPAs.
Serve as primary contact for assigned clients and partners.
Provide retirement plan expertise and value-added consulting.
Address plan compliance, regulatory, and operational issues.
Review Form 5500, compliance testing, and RMDs.
Coordinate with internal partners and advisors on client needs.
Analyze and resolve plan administration and recordkeeping issues.
Train advisors on payroll submission, fund changes, and testing.
Advise on plan document amendments and website training for users.

Skills

ERISA knowledge

Microsoft Excel

Client relationship management

Compliance testing experience

Retirement plan administration

Education

Bachelor's Degree

Tools

SunGard Relius Administration

Job description

Deliver consistent, high-quality account management and administration for a portfolio of defined contribution relationships
Drive long-term client satisfaction and retention, improve efficiencies, resolve client issues, and help clients manage retirement plans
Build and maintain relationships with clients, financial advisors, industry partners, plan sponsors, and TPAs
Serve as the primary point of contact for assigned clients, advisors, and partners
Provide retirement plan and operational expertise and value-added consulting
Address and resolve plan compliance, regulatory, and operational issues with TPAs and financial advisors
Review assigned plans’ periodic activity, including compliance testing, Form 5500, quarterly statements, and RMDs
Coordinate with internal operations partners, financial advisors, and other client-related service providers
Analyze, troubleshoot, and resolve plan administration and recordkeeping issues
Train advisors and plan sponsors on payroll submission, fund changes, loan and distribution processing, and compliance testing
Advise plan sponsors on mandatory and discretionary plan document amendments
Provide website training and assistance to advisors, plan sponsors, and TPAs
Adhere to individual service and retention goals

Requirements

Minimum 4 year Bachelors Degree or the equivalent combination of education and relevant experience
Knowledge of ERISA Regulations and the applicable Internal Revenue Code is required
Advanced knowledge of Microsoft Excel and Outlook is required
Strong written and verbal communication skills
Ability to process detailed work within assigned timeframes and without errors
Familiarity with various plan designs, including traditional 401(k), safe harbor, automatic contribution arrangements, and new comparability
Demonstrated experience handling relationships with participants, advisors, Plan Sponsors, or TPAs
SunGard Relius Administration experience preferred
Compliance testing and contribution calculation experience preferred
Professional certification preferred, including ASPPA (QKA, QPA), CEBS, or NIPA (APA) (APR)

Core Competencies

Demonstrates expertise in account management and retirement plan administration, with a strong focus on client satisfaction, compliance, and operational efficiency. Proficient in analyzing plan issues and providing consulting to clients, advisors, and plan sponsors.

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