State Licensed Client Services Manager

Job Summary

A company is looking for a Client Services Manager (Retirement) to provide consultative support and relationship management for retirement plan clients.

Key Responsibilities

• Advise clients on plan design best practices and compliance strategies
• Maintain strong relationships with clients, advisors, and vendors to ensure seamless plan administration
• Conduct education sessions to drive enrollment and assist in resolving complex participant issues

Required Qualifications

• 5+ years of experience in retirement plan administration, client management, and/or consulting
• Strong knowledge of ERISA, IRS, and DOL regulations related to retirement plans
• Experience managing stakeholder relationships (clients, advisors, vendors)
• NIPA APA, ASPPA RPS (minimum) and/or QKA/QKC certification (preferred) or willingness to obtain
• Intermediate/Advanced knowledge of Microsoft Word, Outlook, Excel, and Salesforce CRM