Senior Remote 401(k) Client Success Manager

Aon plc; Northern (KY); Hybrid; USD 100,000 - 140,000; Full time

Benefits offered by this job

401(k) plan

Healthcare benefits

Paid time off

Job summary

Aon plc is seeking a Client Service Manager for the Aon PEP 401(k) solution. This virtual role allows you to work from home or any US office, delivering high-quality service to a portfolio of participating employers.

The CSM acts as the main client contact for service delivery, collaborates with leaders and service partners, and ensures governance compliance while driving a best-in-class retirement experience for participants.

Qualifications

• At least 10 years of experience in retirement consulting, plan management, and/or client service within the 401(k) industry.
• Experience serving as the primary point of contact for plan sponsors, committees, and advisors.
• Familiarity with recordkeeping platforms, plan administration, and vendor coordination.

Responsibilities

• Serve as the primary client contact for a portfolio of large, complex 401(k) clients in the Aon PEP.
• Build and maintain trusted advisor relationships with sponsors, committees, and advisors.
• Ensure timely, accurate, and proactive delivery of all agreed-upon services.
• Analyze and interpret complex plan data and payroll data for accuracy and reporting.

Skills

Advanced Excel

Analytical thinking

Project management

Client communication

Education

Bachelor's degree or equivalent

Tools

Excel

Job description

Aon plc is seeking a Client Service Manager for the Aon PEP 401(k) solution. This virtual role allows you to work from home or any US office, delivering high-quality service to a portfolio of participating employers.

The CSM acts as the main client contact for service delivery, collaborates with leaders and service partners, and ensures governance compliance while driving a best-in-class retirement experience for participants.