Client Service Manager

Location: Remote
Compensation: To Be Discussed
Reviewed: Fri, Feb 13, 2026
This job expires in: 20 days

Job Summary

A company is looking for a Client Service Manager to support retirement plan clients and advisors.

Key Responsibilities
  • Act as the primary contact for retirement small business clients and advisors
  • Strengthen client relationships and respond to inquiries regarding retirement plans
  • Monitor annual plan projects and maintain documentation within the CRM software
Required Qualifications
  • 3+ years of retirement plan experience
  • Bachelor's degree preferred
  • ASPPA certification or willingness to pursue it
  • Solid computer skills including MS Office suite
  • Ability to manage multiple projects with minimal oversight

COMPLETE JOB DESCRIPTION

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