Retirement Plan Client Service Lead

Fairygodboss; Louisville (KY); On-site; USD 45,000 - 60,000; Full time

Job summary

Fairygodboss is seeking a Client Service Manager I to develop and maintain effective relationships with clients in Louisville, Kentucky. This role includes managing client communications regarding service delivery and retirement plan administration. Applicants should possess strong communication skills and experience in a client service environment.

The ideal candidate will assist clients with their retirement plans, ensuring satisfaction and compliance with regulations. Strong organizational and problem-solving skills are a must. A Bachelor's degree or equivalent is required.

Qualifications

• Up to 1 year of directly related experience.
• Experience in a client service environment preferred.

Responsibilities

• Develop and maintain effective relationships with clients.
• Assist clients with requests for plan changes.
• Conduct and support in-person Annual Plan Reviews.
• Communicate and support compliance testing results.
• Monitor profitability of clients and recommend services.

Skills

Client service experience

Strong communication skills

Proficient in Microsoft Office

Strong time-management skills

Problem-solving skills

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Omni Plus

Power Image

Clarify

Job description

Fairygodboss is seeking a Client Service Manager I to develop and maintain effective relationships with clients in Louisville, Kentucky. This role includes managing client communications regarding service delivery and retirement plan administration. Applicants should possess strong communication skills and experience in a client service environment.

The ideal candidate will assist clients with their retirement plans, ensuring satisfaction and compliance with regulations. Strong organizational and problem-solving skills are a must. A Bachelor's degree or equivalent is required.