Retirement Plan Client Service Manager

Weaver Partners

Missouri

On-site

USD 75,000 - 105,000

Full time

14 days+

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Benefits offered by this job

Comprehensive benefits
Paid parental leave
Profit sharing
401(k) match

Job summary

Weaver Partners in St. Louis Metro is partnering with a respected independent wealth management firm to place a Retirement Plan Client Service Manager.

The role focuses on building relationships, delivering exceptional service, and serving as the trusted connection among retirement plan clients, advisors, TPAs, recordkeepers, and custodians. The ideal candidate brings 5+ years in retirement plans or financial services, outstanding service and relationship skills, and a collaborative mindset

Qualifications

  • 5+ years of retirement plan or financial services experience.
  • Outstanding client service and relationship management skills.
  • The ability to learn quickly and thrive in a collaborative environment.
  • Experience working with retirement plans, advisors, TPAs, custodians, or recordkeepers.

Responsibilities

  • Serve as trusted connection between retirement plan clients, advisors, TPAs, recordkeepers, and custodians.

Skills

Client service
Relationship management
Team collaboration
Fast learner

Job description

Retirement Plan Professionals – Looking for a role where you can grow your career instead of just managing a workload?

We're partnering with a highly respected, independent wealth management firm seeking a Retirement Plan Client Service Manager to join its team in the St Louis Metro.

This opportunity is ideal for someone who enjoys building relationships, delivering exceptional client service, and serving as the trusted connection between retirement plan clients, advisors, TPAs, recordkeepers, and custodians.

What makes this opportunity stand out?

  • Work with an established, fiduciary-focused organization known for its strong reputation and stability
  • Long-term career growth with professional development opportunities
  • Collaborative, team-oriented environment with low turnover
  • Comprehensive benefits, paid parental leave, profit sharing, and a 401(k) match
  • Be part of a firm that values ethics, client relationships, and employee development

We're looking for someone who has:

  • 5+ years of retirement plan or financial services experience
  • Outstanding client service and relationship management skills
  • The ability to learn quickly and thrive in a collaborative environment
  • Experience working with retirement plans, advisors, TPAs, custodians, or recordkeepers

This is an in-office position in the St Louis Metro.

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