Client Services Supervisor 401k Retirement

Benetrends Financial; Lansdale (Montgomery County); Remote; USD 80.000 - 120.000; Vollzeit

Benefits dieser Stelle

Fully remote work environment

Medical, dental, and vision insurance

Paid time off and holidays

Professional development opportunities

Zusammenfassung

Benetrends Financial is seeking an experienced Client Services Supervisor to lead and support the Client Services team. This role focuses on overseeing daily operations, coaching staff, and delivering exceptional client service in retirement plan administration.

The ideal candidate will have strong leadership, excellent communication, and a proven track record in retirement plan administration within a fast-paced environment.

Qualifikationen

• Bachelor's degree or equivalent; relevant experience considered.
• Extensive retirement plan administration knowledge and IRS rules.
• Strong customer service mindset with proactive follow-up.
• Excellent organizational, problem-solving, and time-management skills.
• Ability to manage multiple priorities in a fast-paced environment.

Aufgaben

• Lead and support the Client Services team to ensure exceptional service.
• Oversee daily operations and maintain efficiency.
• Coach and develop employees; conduct performance evaluations.
• Collaborate with internal teams and clients to resolve complex issues.
• Develop and implement policies to improve service delivery.

Kenntnisse

Leadership

Retirement plan administration

Customer service

Organizational skills

Communication skills

Ausbildung

Bachelor's degree or equivalent

Tools

Microsoft Excel

Microsoft Word

Outlook

Jobbeschreibung

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.

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.

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 at Benetrends

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