Remote Client Services Supervisor - Retirement Plans

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

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.