RPS Client Service Manager

Peoples Bank; Worthington (OH); Remote; USD 50,000 - 90,000; Full time

Job summary

Join a forward-thinking community bank dedicated to improving lives and fostering a collaborative work environment. This role offers the opportunity to support plan sponsors in navigating complex compliance regulations while ensuring exceptional service. With a commitment to employee growth and a culture recognized nationally for excellence, you will thrive in a supportive atmosphere that values integrity and teamwork. If you are driven, resourceful, and passionate about making a difference, this position is perfect for you.

Benefits

401(k) Plan with Employer Match

Employee Stock Purchase Plan

Education Assistance Programs

Paid Vacation

Paid Holidays

Qualifications

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

Responsibilities

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

Skills

Interpersonal Skills

Communication Skills

Problem-Solving Skills

Proficiency in Word

Proficiency in Excel

Proficiency in PowerPoint

Time Management

Teamwork

Education

Associate’s Degree in Business

Bachelor’s Degree (Preferred)

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. 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 our resources to improving our communities. In 2023, the Peoples Bank Foundation celebrated its 20th anniversary, donating over $7 million to local organizations since its inception.

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

• American Banker Best Banks to Work For (2021, 2022, 2023)
• Top Workplaces USA (2022, 2023, 2024)
• Newsweek's America's Best Banks (2023, 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 recognize that life extends beyond work. We strive to create a positive work environment and offer comprehensive benefits, including a 401(k) plan with employer match, employee stock purchase plan, education assistance programs, paid vacation and holidays, and more. For full details, please visit: peoplesbancorp.com/about-us/find-a-career/.

Our associates are expected to embody the organization’s culture and values, ensuring actions foster a collaborative environment, acting with integrity and professionalism, and delivering exceptional customer service. Success in this role depends on punctuality, active pursuit of performance objectives, and contributing to team and organizational goals.

Job Purpose:

This position provides daily support to plan sponsors to ensure compliance with ERISA regulations. It involves keeping stakeholders informed of regulatory changes, overseeing compliance and testing, researching issues, supporting audits, and acting as a mentor to team members. Remote work opportunities are considered.

Job Duties:

• Conduct quarterly check-in calls with sponsors.
• Serve as the primary contact for plan activities.
• Process fund change letters as needed.
• Coordinate with Financial Advisors regarding plan changes.
• Manage document changes required by IRS or ad-hoc requests.
• Research and resolve compliance issues.
• Review profit-sharing calculations at year-end.
• Ensure timely completion of sponsor requests.
• Lead and coordinate plan audits.
• Manage mailing of marketing materials.
• Oversee annual notice processes.
• Collect and manage census data annually.
• File government reports such as Form 5500.
• Assist with participant enrollments and meetings.
• Support the Sales Team with onboarding, fee analysis, and document creation.
• Provide backup support to other Relationship Managers.
• Complete InvestorsView Reg R reviews.

Operations Duties:

• Process manual payrolls.
• Handle deposits and requests for specific plans.
• Review annual fee tiers.
• Perform special projects as assigned.

Qualifications:

• Associate’s degree in business or equivalent experience; Bachelor’s preferred.
• Minimum five years in a financial services environment.
• Proficiency in Word, Excel, PowerPoint, with ability to adapt tools for support needs.
• High accuracy in work output.
• Ability to manage multiple priorities flexibly.
• Resourcefulness and proactive problem-solving skills.
• Strong interpersonal and communication skills, especially via phone.
• Positive attitude towards clients and colleagues.
• Self-motivated with good administrative skills.
• Basic knowledge of retirement plan regulations and legal topics.
• Team-oriented mindset.

Basis Qualifications:

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

We are an Equal Opportunity Employer. For accommodations during the application process, contact [e-mail].