Retirement Plan Client Success Manager

Peoples Bank; Marietta (OH); On-site; USD 55,000 - 75,000; Full time

Job summary

Peoples Bank in Marietta, OH seeks an experienced RPS Client Service Manager to support ERISA plans, sponsor communications, and plan audits. You will mentor team members, coordinate with financial advisors, and ensure compliance with regulatory requirements while delivering exceptional client service.

Responsibilities include sponsor check-ins, plan changes, annual census data, filings like 5500, and coordination with sales and operations teams to support client needs.

Qualifications

• Associate’s degree in business or equivalent work experience required.
• Five years of experience working in a financial services environment.
• Advanced Word, Excel, PowerPoint software and experience at adapting those to particular support needs is required.
• Must consistently produce work with a very high degree of accuracy.
• Flexible in changing priorities and working on multiple projects at once.
• Ability to prioritize work in a multi-task environment is essential.
• Resourceful in finding information and solutions, and able to think ahead to next steps.
• Must possess strong interpersonal, and communication skills, especially over the telephone.
• Must be able to maintain positive experience for clients, and associates, regardless of workload.
• Self-motivated individual with effective office Administration skills
• Maintain basic knowledge of retirement plan technical, legal, and regulatory topics.
• Team player.

Responsibilities

• Responsible for completing quarterly Sponsor check in calls for your assigned accounts.
• Will be primary Sponsor contact to initiate all activities for plans.
• Process fund change letters semi-annual or as needed.
• Will be responsible for communicating with Financial Advisors in regard to contacts and plan changes.
• Responsible for document changes that are IRS required or Ad-Hoc requests.
• Will be responsible for problem solving and researching to ensure plans are compliant.
• Review end of year Profit sharing calculations
• Will act as the point of contact to ensure timely completion of required and requested items by Financial Advisors.
• Responsible for being the lead and contact person for plan audits.
• Will be responsible for mailing all marketing items required to Plan Sponsor and participants based upon account needs.
• Will manage annual notice process for your book of accounts.
• Request from Client and manage annual census data collection
• Manage timely filing of required government reports such as 5500
• Responsible for coordinating, scheduling and assisting Financial Advisor with participant enrollment or annual meetings.
• Will support Sales Team by completing the following tasks:
• Fee Analysis for new plans
• Create and supply documents for Clients as needed
• Will provide backup support of other Relationship Managers as needed.
• Will complete InvestorsView Reg R reviews for assigned accounts
• Will be responsible for processing manual payrolls in the system.
• Will be responsible for Processing deposits and special requests for Balanced Forward plans and Union accounts
• Responsible for Annual Fee Tier review for your assigned plans.
• Will perform special projects as assigned.

Skills

Customer service

Communication

Team leadership

Attention to detail

Education

Associate’s degree in business or equivalent

Bachelor’s degree preferred

Tools

Word

Excel

PowerPoint

Job description

Peoples Bank in Marietta, OH seeks an experienced RPS Client Service Manager to support ERISA plans, sponsor communications, and plan audits. You will mentor team members, coordinate with financial advisors, and ensure compliance with regulatory requirements while delivering exceptional client service.

Responsibilities include sponsor check-ins, plan changes, annual census data, filings like 5500, and coordination with sales and operations teams to support client needs.