Remote Client Services Lead - Retirement Plans

Benetrends Financial; Lansdale (Montgomery County); Remote; USD 80,000 - 120,000; Full time

Benefits offered by this job

Fully remote work environment

Medical, dental, and vision insurance

Paid time off and holidays

Professional development opportunities

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Leadership

Retirement plan administration

Customer service

Organizational skills

Communication skills

Education

Bachelor's degree or equivalent

Tools

Microsoft Excel

Microsoft Word

Outlook

Job description

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.