Client Success Manager II

Job Summary

Managing client success activities for complex retirement plans, the full-time Client Success Manager II will ensure timely completion of plan tasks, facilitate communication between clients and internal teams, and support client retention efforts in a fully remote environment.

Key responsibilities

• Serve as the primary contact for clients and advisors, ensuring satisfaction and retention of the client portfolio
• Monitor project status and deadlines, following up on year-end data collection and regulatory requirements
• 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
• At least 4 years of experience in a client-facing customer support role
• Proficiency with PensionPro or similar TPA management software