Retirement Plan Client Success Manager

Map401k; United States; On-site; USD 46,000 - 70,000; Full time

Benefits offered by this job

401(k) with safe harbor contributions

Ongoing industry training and career开发

Team that genuinely enjoys working tog

Diverse and inclusive workplace

Job summary

MAP Retirement is hiring for a client services role focused on retirement plan administration. You will serve as the primary contact for clients and advisors, ensuring clear communication and proactive issue resolution.

In this fast-paced, collaborative environment, you’ll coordinate with plan consultants, actuaries, and internal teams to handle census requests, distributions, and compliance deadlines while maintaining meticulous client records.

Qualifications

• 1–3 years of experience in retirement plan administration or client services.
• Strong communication and interpersonal skills.
• Ability to juggle multiple priorities and deadlines.
• High attention to detail and a problem-solving mindset.
• Comfortable in a fast-paced, collaborative environment.
• Familiarity with PensionPro or FTW is preferred.

Responsibilities

• Serve as the go-to contact for clients and their advisors by phone, email, and regular check-ins.
• Respond to requests quickly and resolve issues proactively to prevent problems.
• Collaborate with Plan Consultants on questions requiring ERISA expertise.
• Track and manage deadlines for annual plan compliance across your book of business.
• Prepare census requests, contribution summaries, and refund forms.
• Identify and communicate late deposits and minimum distribution obligations.
• Assist with annual projects like force-outs, annual notices, and disclosures.
• Support distributions, corrections, and plan transitions.
• Partner with actuaries and internal teams on plan design questions.

Skills

Strong communication

Interpersonal skills

Multi-tasking

Detail oriented

Tools

PensionPro

FTW

Job description

MAP Retirement is hiring for a client services role focused on retirement plan administration. You will serve as the primary contact for clients and advisors, ensuring clear communication and proactive issue resolution.

In this fast-paced, collaborative environment, you’ll coordinate with plan consultants, actuaries, and internal teams to handle census requests, distributions, and compliance deadlines while maintaining meticulous client records.