Retirement Plan Client Services Manager
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Job Description
Retirement plan client services manager leading client operations and employee development at Benetrends Financial. Supporting compliance, quality control, and service delivery for retirement plan clients.
Responsibilities:
- Organize workflow and ensure team members understand their responsibilities and assigned tasks
- Monitor employee productivity and provide ongoing coaching, guidance, and constructive feedback
- Conduct regular one-on-one meetings and team meetings
- Prepare and deliver employee performance evaluations and reports
- Develop and implement performance improvement plans when needed
- Administer disciplinary actions in accordance with company policies
- Recruit, interview, onboard, and train new team members
- Review employee attendance and timekeeping records
- Serve as an escalation point for complex client inquiries and service issues
- Monitor client interactions to ensure quality service standards are maintained
- Establish and maintain communication regarding client compliance matters
- Review outstanding case reports and proactively address service concerns
- Participate in quality control reviews of retirement plan submissions
- Create, update, and implement policies and procedures to improve operational efficiency and service delivery
- Work closely with internal departments to ensure seamless service and operational effectiveness
- Foster a positive, collaborative team environment
- Build and maintain strong professional relationships with clients, vendors, and business partners
Requirements:
- Bachelor's degree or an equivalent combination of education, training, and experience
- Advanced knowledge of retirement plan administration, related regulations, and IRS tax rules
- Strong customer service skills with the ability to manage client expectations and provide exceptional follow-up
- Excellent organizational, problem-solving, and time-management skills
- Ability to manage multiple priorities and make sound decisions in a fast-paced environment
- Strong attention to detail and commitment to accuracy
- Proficiency in Microsoft Excel, Word, and Outlook
- Excellent written, verbal, and interpersonal communication skills
- Ability to work effectively both independently and as part of a team
- Prior supervisory or team leadership experience within retirement plan administration or financial services
- Must reside in AZ, CA, CO, FL, GA, IA, MD, MI, NC, NY, NJ, OH, PA, SC, TX, or UT
Benefits:
- Medical, dental, and vision insurance
- LTD and STD
- Generous paid time off and paid holidays
- Fully remote work environment
- Ongoing professional development and career growth opportunities
- Collaborative, supportive team culture
- Stable company with a strong reputation and long-tenured employee
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