Strategic 401(k) Client Services Leader

Fairygodboss

Louisville (KY)

On-site

USD 60,000 - 80,000

Full time

14 days+
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Job summary

Fairygodboss is hiring a 401(k) Client Service Manager in Louisville, Kentucky. The successful candidate will manage a client services team, ensuring high-quality service delivery while overseeing performance, training, and client responsiveness.

Ideal candidates should have extensive experience with qualified plans and proficiency in client service, alongside a solid educational background. The role emphasizes effective communication and teamwork in a diverse and inclusive workplace.

Qualifications

  • 4+ years experience with qualified Plans.
  • At least 2 years' proficiency with client service regarding qualified Plans.

Responsibilities

  • Manage the Regional 401(k) department and associate performance.
  • Draft performance appraisals and team goals.
  • Respond to inquiries from various departments regarding 401(k) Administration.
  • Trend client escalations and provide monthly reports.

Skills

Client service proficiency
Oral/written communication skills
Relationship-building
Time management
Problem-solving skills

Education

Bachelor's Degree or equivalent

Tools

Microsoft Office Products (Word, Excel, Outlook)

Job description

Fairygodboss is hiring a 401(k) Client Service Manager in Louisville, Kentucky. The successful candidate will manage a client services team, ensuring high-quality service delivery while overseeing performance, training, and client responsiveness.

Ideal candidates should have extensive experience with qualified plans and proficiency in client service, alongside a solid educational background. The role emphasizes effective communication and teamwork in a diverse and inclusive workplace.

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