Client Manager Retirement Plan Services

Cleveland, TN - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Job Summary

We are seeking a motivated and detail-orientedClient Managerto join ourRetirement Plan Servicesteam. This role is responsible for supporting Plan Sponsors with retirement plans under $5 million in assets delivering exceptional client service and operational support. The Client Manager also partners with our Investment Specialist to provide analytical insights including plan pricing benchmarking plan design comparisons and target date fund analysis. This position offers a unique opportunity to grow within a collaborative client-focused environment and contribute to the financial wellness of our clients.

A Day in The Life

In this role youll engage in a variety of activities that blend client service investment analysis and operational excellence:

Client Relationship Support

Serve as the primary point of contact for assigned small-market Plan Sponsors.
Facilitate onboarding of new clients and maintain ongoing communication to ensure satisfaction and retention.
Coordinate client meetings prepare agendas and follow up on action items.
Deliver annual service calendars and fiduciary review materials.

Investment & Benchmarking Support

Collaborate with the Investment Specialist to:

Generate plan pricing benchmarking reports using internal and external tools.
Conduct plan design benchmarking to compare features across peer plans.
Assist in target date fund analysis including glide path comparisons and performance reviews.
Prepare investment committee materials and presentations.

Operational & Administrative Duties

Maintain accurate client records in CRM and reporting systems.
Assist with compliance documentation and data gathering for plan reviews.
Support internal process improvements and documentation efforts.
All other duties as assigned.

What Youll Need

Bachelors degree in Finance Business Economics or a related field.
13 years of experience in financial services retirement plans or client service.
Strong analytical skills and attention to detail.
Excellent written and verbal communication skills.
Proficiency in Excel PowerPoint and CRM systems.
Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
Preferred: FINRA Series 65 license or willingness to obtain within 90 days of hire.

Who You Are

Resourceful and proactive in solving problems and supporting clients.
Innovative and curious with a desire to learn and grow.
A team player who thrives in collaborative environments.
Adaptable and resilient in managing shifting priorities.
Results-driven and committed to delivering high-quality work.
Inclusive and client-focused with strong interpersonal skills.

Travel Expectations

Moderate Travel (1035%)

Regular local and occasional overnight travel (up to 35%) may be required including by car or air depending on business needs.
Travel may include visits to regional offices client meetings or industry events.

Physical and Environmental Demands

This role involves typical duties performed in an office environment. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Requirements: Primarily sedentary work involving sitting typing and handling office equipment. Occasional walking standing and lifting up to 10 pounds may be required.
Manual Dexterity & Vision: Requires sufficient manual dexterity and visual acuity for computer use data analysis and document preparation.
Work Environment: Standard indoor office setting with moderate noise levels and climate control.

Work Schedule & Hours

Full-time hours: Core business hours of Monday through Friday from 8:00 AM to 5:00 PM and/or occasional weekend hours totaling 40 or more hours per week; no overtime payable. (FLSA Status: Exempt)

(Note: job responsibilities and travel expectations at this level will often require the performance of job duties beyond the normal workweek schedule.)

Required Experience:

Manager

Job SummaryWe are seeking a motivated and detail-orientedClient Managerto join ourRetirement Plan Servicesteam. This role is responsible for supporting Plan Sponsors with retirement plans under $5 million in assets delivering exceptional client service and operational support. The Client Manager als...