Retirement Plan Client Success Manager

Jobtailor; North Carolina; On-site; USD 65,000 - 95,000; Full time

Job summary

Jobtailor is seeking an experienced account management professional to oversee a defined contribution client portfolio in retirement plan administration. You will deliver high-quality service, ensure compliance, and partner with advisors, plan sponsors, and TPAs to optimize outcomes.

Responsibilities include interpreting ERISA requirements, reviewing Form 5500, performing compliance testing, and guiding clients through plan amendments and contribution calculations while maintaining strong

Qualifications

• Bachelor's degree or equivalent experience in a related field.
• Knowledge of ERISA Regulations and Internal Revenue Code.
• Advanced Excel and Outlook skills.
• Strong written and verbal communication abilities.
• Experience with plan sponsors, TPAs, and financial advisors.
• Familiarity with 401(k) designs, safe harbor, and contributions.

Responsibilities

• Deliver consistent account management for defined contribution relationships.
• Drive client satisfaction, retention, and operational efficiency.
• Build relationships with clients, advisors, sponsors, and TPAs.
• Serve as primary contact for assigned clients and partners.
• Provide retirement plan expertise and value-added consulting.
• Address plan compliance, regulatory, and operational issues.
• Review Form 5500, compliance testing, and RMDs.
• Coordinate with internal partners and advisors on client needs.
• Analyze and resolve plan administration and recordkeeping issues.
• Train advisors on payroll submission, fund changes, and testing.
• Advise on plan document amendments and website training for users.

Skills

ERISA knowledge

Microsoft Excel

Client relationship management

Compliance testing experience

Retirement plan administration

Education

Bachelor's Degree

Tools

SunGard Relius Administration

Job description

Jobtailor is seeking an experienced account management professional to oversee a defined contribution client portfolio in retirement plan administration. You will deliver high-quality service, ensure compliance, and partner with advisors, plan sponsors, and TPAs to optimize outcomes.

Responsibilities include interpreting ERISA requirements, reviewing Form 5500, performing compliance testing, and guiding clients through plan amendments and contribution calculations while maintaining strong