RPS Client Service Manager

Peoples Bank; Louisville (KY); Remote; USD 45,000 - 75,000; Full time

Job summary

An established community bank is seeking a dedicated professional to support plan sponsors in ensuring compliance with ERISA regulations. This role is pivotal in maintaining effective communication with stakeholders and involves overseeing compliance, testing, and audits. The ideal candidate will have a strong background in financial services, excellent interpersonal skills, and a keen attention to detail. Join a supportive team that values collaboration and integrity while enjoying a comprehensive benefits package, including a 401(k) with employer match and education assistance programs.

Benefits

401(k) with Employer Match

Employee Stock Purchase Plan

Education Assistance Programs

Paid Vacation

Holidays

Qualifications

• 5+ years in financial services with a focus on compliance.
• Strong proficiency in Microsoft Office tools.

Responsibilities

• Support plan sponsors and ensure compliance with ERISA regulations.
• Conduct quarterly check-ins and manage document updates.

Skills

Interpersonal Skills

Attention to Detail

Project Management

Communication Skills

Self-Motivation

Education

Associate's Degree in Business

Bachelor's Degree (Preferred)

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Build Your Future Here:

Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals.

Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches across Ohio, West Virginia, Kentucky, Virginia, Washington D.C., and Maryland. We also have Specialty Finance offices in Minnesota, Missouri, and Vermont. As a community bank, we dedicate resources to improving our communities. The Peoples Bank Foundation celebrated its 20th anniversary in 2023, donating over $7 million to local organizations since its inception.

We are proud to share national accolades recognizing our company culture and as a great place to bank:

• American Banker Best Banks to Work For in 2021, 2022, and 2023
• Top Workplaces USA national award in 2022, 2023, and 2024
• Newsweek's America's Best Banks 2023 and 2024
• Newsweek's America's Greatest Workplaces for Women 2025
• U.S. News & World Report's Best Companies to Work For in Banking and in the Midwest 2024-2025

At Peoples Bank, we understand that life extends beyond work. We aim to create a supportive work environment with comprehensive benefits, including a 401(k) with employer match, employee stock purchase plan, education assistance programs, paid vacation and holidays, and more. For detailed benefits information, visit: peoplesbancorp.com/about-us/find-a-career/

Our associates are expected to embody our culture and values, fostering a positive, collaborative environment, acting with integrity, and delivering exceptional customer service. Success depends on punctuality, dedication to performance objectives, and active contribution to team and organizational goals.

Job Purpose:

This role provides daily support to plan Sponsors, ensuring compliance with ERISA regulations, and keeps stakeholders informed about regulatory changes and plan issues. Responsibilities include overseeing compliance, testing, supporting audits, and researching plan design changes. The role also involves mentoring team members and may offer remote work options.

Job Duties:

• Conduct quarterly check-in calls with assigned sponsors.
• Serve as the primary contact for plan activities.
• Process fund change notices semi-annually or as needed.
• Communicate plan changes with Financial Advisors.
• Manage document updates required by IRS or ad-hoc requests.
• Research and resolve compliance issues.
• Review profit-sharing calculations at year-end.
• Coordinate with Financial Advisors for plan audits and participant meetings.
• Manage mailing of marketing materials and annual notices.
• Oversee annual census data collection and government filings like 5500.
• Support sales onboarding, fee analysis, and document preparation.
• Provide backup support to other team members.
• Complete InvestorsView Reg R reviews.

Operations Duties:

• Process manual payrolls and deposits for specific plans.
• Review annual fee tiers and perform special projects.

Education, Experience, and Skills:

• Associate's degree in business or equivalent experience; Bachelor's preferred.
• Minimum five years in financial services.
• Proficient in Word, Excel, PowerPoint, with ability to adapt tools to support needs.
• High accuracy and attention to detail.
• Ability to prioritize and manage multiple projects.
• Strong interpersonal and communication skills, especially via phone.
• Self-motivated with good administrative skills.
• Basic knowledge of retirement plan regulations.
• Team-oriented mindset.

Basis Qualifications:

• Associate's degree or equivalent experience.
• Five years in financial services.

Equal Opportunity Employer M/F/Disabled/Vet. For accommodations during the application process, contact [e-mail].