Client Success Manager II

Job Summary

Overseeing client success activities for complex retirement plans, the full-time Client Success Manager II will manage client communications, ensure timely completion of plan tasks, and monitor project deadlines while working remotely.

Key responsibilities

• Serve as the primary point of contact for clients and advisors, ensuring satisfaction and retention
• Monitor project status and follow up on outstanding annual requirements, including data collection and filings
• Lead annual client reviews and collaborate with internal teams to enhance client engagement and service delivery

Required qualifications

• High School Diploma or GED required; Bachelor's degree preferred
• Minimum of 4 years of experience in retirement plan administration
• Broad knowledge of the retirement plan industry with a willingness to obtain ASPPA QKA/QKS designation or NIPA equivalent within 1 year of hire
• Minimum of 4 years of experience in a client-facing customer support role
• Proficiency with PensionPro or similar TPA management software