RPS Client Service Manager

Peoples Bank; Wilmington (OH); Hybrid; USD 40,000 - 80,000; Full time

Job summary

Join a forward-thinking community bank that values collaboration and success. This role offers an opportunity to support plan sponsors in ensuring compliance with ERISA regulations while working in a supportive team environment. With a strong focus on client service, you'll engage in meaningful tasks such as coordinating plan audits and managing communications with financial advisors. The bank prides itself on its employee-centric culture, providing a range of benefits that enhance work-life balance. If you're a proactive problem-solver with a passion for financial services, this could be the perfect opportunity for you.

Benefits

401(k) Retirement Plan

Employee Stock Purchase Plan

Education Assistance Programs

Paid Vacation

Paid Holidays

Qualifications

• Five years of experience in a financial services environment.
• High accuracy in work output and ability to manage multiple projects.

Responsibilities

• Provide day-to-day support to plan sponsors ensuring compliance with ERISA.
• Research issues and suggest changes to plan design as needed.

Skills

Financial Services Experience

Communication Skills

Problem-Solving

Project Management

Interpersonal Skills

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? Well, you are in the right place. 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 in Ohio, West Virginia, Kentucky, Virginia, Washington D.C., and Maryland. We also have Specialty Finance offices in Minnesota, Missouri, and Vermont. Peoples Bank prides itself as a community bank and dedicates its 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 that celebrate our company culture and recognize us 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 know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs such as student loan and tuition paydown/reimbursement, paid vacation, holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/

Our associates are each accountable for living the culture and values of the organization. This includes ensuring actions and behaviors create a positive and collaborative work environment, always acting with integrity and professionalism, and providing extraordinary customer service. Our goal is for you to be successful; to that end, being reliable in terms of ensuring you are at work on time, working your schedule, and actively pursuing your performance objectives will be fundamental in your contributing to the team's success as well as the organization.

Job Purpose:

This position will provide day-to-day support to plan Sponsors to ensure compliance with ERISA rules and regulations for the plan. Will keep Plan Sponsors, Sales Team, and Financial Advisors (FA) informed of new regulations and plan issues, oversee compliance and testing for the plans. Research issues and suggest changes to plan design as needed. Will support plan audits. Will work as part of a support team focused on exceptional client service and act as a mentor to other team members for training and support. Remote work opportunities would be considered with this role.

Job Duties:

• Responsible for completing quarterly Sponsor check-in calls for your assigned accounts.
• Will be the primary Sponsor contact to initiate all activities for plans.
• Process fund change letters semi-annually or as needed.
• Communicate with Financial Advisors regarding contacts and plan changes.
• Responsible for documenting changes that are IRS required or Ad-Hoc requests.
• Research and problem-solve to ensure plans are compliant.
• Review end-of-year Profit sharing calculations.
• Act as the point of contact to ensure timely completion of items requested by Financial Advisors.
• Lead and coordinate plan audits.
• Mail all marketing items required to Plan Sponsor and participants based on account needs.
• Manage the annual notice process for your book of accounts.
• Collect annual census data from clients.
• File required government reports such as 5500 timely.
• Coordinate and assist Financial Advisors with participant enrollment or annual meetings.
• Support Sales Team by completing tasks such as Plan On-Boarding, Fee Analysis, and document creation.
• Provide backup support to other Relationship Managers as needed.
• Complete InvestorsView Reg R reviews for assigned accounts.

Operations Duties:

• Process manual payrolls in the system.
• Handle deposits and special requests for Balanced Forward plans and Union accounts.
• Perform annual Fee Tier reviews for your assigned plans.
• Complete special projects as assigned.

Education, Experience, and Job Skills:

• Associate's degree in business or equivalent work experience required. Bachelor's degree preferred.
• Five years of experience in a financial services environment.
• Proficiency in Word, Excel, PowerPoint, and adapting these tools for support needs.
• High accuracy in work output.
• Ability to prioritize and manage multiple projects.
• Resourceful problem-solver and proactive thinker.
• Strong interpersonal and communication skills, especially over the phone.
• Maintain positive client and colleague experiences regardless of workload.
• Self-motivated with effective office administration skills.
• Basic knowledge of retirement plan technical, legal, and regulatory topics.
• Team player.

Basis Qualifications:

• Associate's degree in business or equivalent work experience required.
• Five years of experience working in a financial services environment.

Equal Opportunity Employer M/F/Disabled/Vet;
If you are unable to complete this application due to a disability, contact [e-mail] for assistance.