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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