Client Service Supervisor 401k Retirement

Benetrends Financial; United States; Remote; USD 65,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Paid time off

Paid holidays

Fully remote work environment

Professional development

Career growth opportunities

Job summary

Benetrends Financial is seeking an experienced Client Services Supervisor to lead the Client Services team and drive service excellence in retirement plan administration. You will oversee daily operations, coach staff, and implement processes to improve efficiency and client outcomes.

In this remote-friendly role, you will collaborate with internal departments, manage client expectations, and ensure accurate plan filings. Strong leadership and communication skills are essential to succeed.

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• Advanced knowledge of retirement plan administration and IRS rules.
• Strong customer service skills with ability to manage client expectations and follow-up.
• Excellent organizational, problem-solving, and time-management skills.
• Proficiency in Microsoft Excel, Word, and Outlook.

Responsibilities

• Lead and coach Client Services team; manage workflow, productivity, and evaluations.
• Oversee client service operations; ensure quality service and accurate plan submissions.
• Collaborate with internal departments and maintain relationships with clients and vendors.

Skills

Team leadership

Customer service

Communication

Time management

Attention to detail

Education

Bachelor's degree

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Position Summary

We are seeking an experienced and motivated Client Services Supervisor to lead and support our Client Services team. This role is responsible for overseeing daily operations, ensuring exceptional client service, coaching and developing employees, and maintaining operational efficiency. The ideal candidate will be a strong leader with extensive retirement plan administration experience, excellent communication skills, and a commitment to delivering outstanding client service.

Must Reside in: AZ, CA, CO, FL, GA, IA, MD, MI, NC, NY, NJ, OH, PA, SC, TX, or UT

Key Responsibilities

Team Leadership & Employee Development Organize workflow and ensure team members understand their responsibilities and assigned tasks. Monitor employee productivity and provide ongoing coaching, guidance, and constructive feedback. Conduct regular one-on-one meetings and team meetings. Prepare and deliver employee performance evaluations and reports. Develop and implement performance improvement plans when needed. Administer disciplinary actions in accordance with company policies. Recruit, interview, onboard, and train new team members. Review employee attendance and timekeeping records.

Client Service & Operations

Serve as an escalation point for complex client inquiries and service issues. Monitor client interactions to ensure quality service standards are maintained. Establish and maintain communication regarding client compliance matters. Review outstanding case reports and proactively address service concerns. Participate in quality control reviews of retirement plan submissions. Create, update, and implement policies and procedures to improve operational efficiency and service delivery.

Collaboration & Communication

Work closely with internal departments to ensure seamless service and operational effectiveness. Foster a positive, collaborative team environment. Build and maintain strong professional relationships with clients, vendors, and business partners.

Qualifications

Bachelor's degree or an equivalent combination of education, training, and experience.

Advanced knowledge of retirement plan administration, related regulations, and IRS tax rules.

Strong customer service skills with the ability to manage client expectations and provide exceptional follow-up.

Excellent organizational, problem-solving, and time-management skills.

Ability to manage multiple priorities and make sound decisions in a fast-paced environment.

Strong attention to detail and commitment to accuracy.

Proficiency in Microsoft Excel, Word, and Outlook.

Excellent written, verbal, and interpersonal communication skills.

Ability to work effectively both independently and as part of a team.

Preferred

ASPPA credentials or related retirement plan industry certifications.

Prior supervisory or team leadership experience within retirement plan administration or financial services

Why Join Us?

This role is ideal for an experienced retirement plan professional who enjoys both technical plan administration and helping others succeed. You'll have the opportunity to make a meaningful impact on team performance, client satisfaction, and overall business success while continuing to grow your expertise within the retirement services industry.

Why You’ll Love Working atBenetrends

We believe great employees deserve great benefits and opportunities.

What We Offer

Medical, dental, and vision insurance LTD and STD Generous paid time off and paid holidays Fully remote work environment Ongoing professional development and career growth opportunities Collaborative, supportive team culture Stable company with a strong reputation and long-tenured employee Fully Remote

Must Reside in: AZ, CA, CO, FL, GA, IA, MD, MI, NC, NY, NJ, OH, PA, SC, TX, or UT