Retirement Plan Client Services Manager

Job not on LinkedIn

🔥 14 hours ago

🌵 Arizona, California, +14 more states – Remote

🌵 Arizona – Remote 🏄 California – Remote ⛰️ Colorado – Remote 🐊 Florida – Remote 🌾 Iowa – Remote 🏖️ New Jersey – Remote 🗽 New York – Remote 🌲 North Carolina – Remote 🏈 Ohio – Remote 🦀 Maryland – Remote 🚗 Michigan – Remote 🔔 Pennsylvania – Remote 🌴 South Carolina – Remote 🤠 Texas – Remote ⛷️ Utah – Remote 🍑 Georgia – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

📁 Client Services

👻 Ghost score 12%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Benetrends Financial

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1983

💸 Finance

Finance

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📋 Description

• Organize workflow and ensure team members understand their responsibilities and assigned tasks • Monitor employee productivity and provide ongoing coaching, guidance, and constructive feedback • Conduct regular one-on-one meetings and team meetings • Prepare and deliver employee performance evaluations and reports • Develop and implement performance improvement plans when needed • Administer disciplinary actions in accordance with company policies • Recruit, interview, onboard, and train new team members • Review employee attendance and timekeeping records • Serve as an escalation point for complex client inquiries and service issues • Monitor client interactions to ensure quality service standards are maintained • Establish and maintain communication regarding client compliance matters • Review outstanding case reports and proactively address service concerns • Participate in quality control reviews of retirement plan submissions • Create, update, and implement policies and procedures to improve operational efficiency and service delivery • Work closely with internal departments to ensure seamless service and operational effectiveness • Foster a positive, collaborative team environment • Build and maintain strong professional relationships with clients, vendors, and business partners

🎯 Requirements

• Bachelor's degree or an equivalent combination of education, training, and experience • Advanced knowledge of retirement plan administration, related regulations, and IRS tax rules • Strong customer service skills with the ability to manage client expectations and provide exceptional follow-up • Excellent organizational, problem-solving, and time-management skills • Ability to manage multiple priorities and make sound decisions in a fast-paced environment • Strong attention to detail and commitment to accuracy • Proficiency in Microsoft Excel, Word, and Outlook • Excellent written, verbal, and interpersonal communication skills • Ability to work effectively both independently and as part of a team • Prior supervisory or team leadership experience within retirement plan administration or financial services • Must reside in AZ, CA, CO, FL, GA, IA, MD, MI, NC, NY, NJ, OH, PA, SC, TX, or UT

🏖️ Benefits

• Medical, dental, and vision insurance • LTD and STD • Generous paid time off and paid holidays • Fully remote work environment • Ongoing professional development and career growth opportunities • Collaborative, supportive team culture • Stable company with a strong reputation and long-tenured employee

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