Remote Senior Client Success Manager - Retirement Plans

Independent Retirement Consulting, LLC; Lake Oswego (OR); A distancia; USD 90.000 - 110.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Quarterly bonuses

401(k) match

Medical, dental, and vision insurance

PTO 160 hours per year

CE reimbursement

Descripción de la vacante

Independent Retirement Consulting, LLC is seeking a Client Success Manager to partner with clients and referral partners, delivering retirement plan consulting and administration with a strong client experience. The role emphasizes relationship-building, process improvement, and service excellence within a primarily remote team.

You will guide clients through plan operations, compliance, and design discussions, leveraging a metrics-driven, pay-for-performance environment.

Formación

• 10+ years of experience in a retirement plan administrator or TPA relationship manager role.
• ASPPA QKA credential or NIPA equivalent preferred.
• Familiarity with ERISA, the Internal Revenue Code and related regulations/guidance.
• Proficiency with Microsoft Office 365 office and Adobe Acrobat, as well as quick adaptability to other platforms.
• Experience with ASC (defined contribution compliance), DGEM, FTWilliam, and PensionPro is preferred, but not required.
• Willingness to work additional hours during peak periods or as necessary.

Responsabilidades

• Serve as primary relationship and service contact for a dedicated book of client relationships.
• Maintain strong relationships with clients and associated partners.
• Collaborate with support teams to ensure timely, accurate delivery of client services (annual plan administration, plan documents, loans, distributions, general consulting).
• Communicate with clients, participants, partners, and team members to provide proactive issue resolution.
• Advise clients and partners on technology, plan operation, design, compliance and related matters.

Conocimientos

Problem solving

Continuous learner

Relationship oriented

Tenacious

Multitasking

Eagerness to excel

Educación

10+ years retirement plan admin or TPA

ASPPA QKA / NIPA preferred

ERISA knowledge

MS Office 365 / Adobe Acrobat

ASC/DGEM/FTWilliam/PensionPro exp preferred

Willingness to work extra hours

Descripción del empleo

Independent Retirement Consulting, LLC is seeking a Client Success Manager to partner with clients and referral partners, delivering retirement plan consulting and administration with a strong client experience. The role emphasizes relationship-building, process improvement, and service excellence within a primarily remote team.

You will guide clients through plan operations, compliance, and design discussions, leveraging a metrics-driven, pay-for-performance environment.