Retirement Plan Client Manager

Job Summary

Serving as the primary point of contact for retirement small business clients, the full-time Client Service Manager will respond to inquiries, monitor compliance projects, and maintain industry knowledge while working remotely.

Key responsibilities

• Act as the main liaison for clients and advisors regarding retirement plan questions and compliance needs
• Proactively communicate annual compliance project requirements and deadlines
• Coordinate with internal and external partners to ensure operational compliance and support client inquiries

Required qualifications

• 3+ years of experience in retirement plan services
• Ability to clearly explain complex compliance topics
• Professional communication skills, both verbal and written
• Strong organizational skills with the ability to manage multiple projects
• Willingness to pursue ASPPA certification if not already obtained