Senior Client Service Manager, Retirement Plans (Hybrid)

Jobgether; United States; Hybride; USD 85 000 - 187 000; Plein temps

Avantages offerts par ce poste

Pension eligibility

Flexible time off

Remote/hybrid options

Office/onsite flexibility

Résumé du poste

Jobgether is listing a Senior, Client Service Manager position on behalf of a partner company in the United States. The role oversees a portfolio of large-market retirement plan clients, serving as a trusted advisor and ensuring accurate, high-quality service.

You will mentor junior staff, partner with cross-functional teams, and use reporting to anticipate risks and improve service delivery while aligning with ERISA, IRS, and internal compliance requirements.

Qualifications

• Strong written and verbal communication skills.
• Experience with retirement plan administration and financial concepts.
• Familiarity with 401(k), 403(b), defined benefit, group annuity, or other defined contribution offerings.
• Ability to mentor junior colleagues and review work.

Responsabilités

• Manage a large portfolio of retirement plan clients with guidance on plan design and compliance.
• Build trusted client relationships and address questions and concerns while upholding standards.
• Investigate and resolve escalated or sensitive client issues promptly.
• Review and approve complex transactions maintaining compliance and operational integrity.
• Conduct account reviews and trend analyses to identify discrepancies and mitigate risks.
• Collaborate with operations, technology, and compliance to resolve issues.

Connaissances

Client service

Financial services

Retirement plan operations

Communication

Mentoring

Attention to detail

Problem solving

Microsoft Office

Outils

Microsoft Office

Description du poste

Jobgether is listing a Senior, Client Service Manager position on behalf of a partner company in the United States. The role oversees a portfolio of large-market retirement plan clients, serving as a trusted advisor and ensuring accurate, high-quality service.

You will mentor junior staff, partner with cross-functional teams, and use reporting to anticipate risks and improve service delivery while aligning with ERISA, IRS, and internal compliance requirements.