Client Service Manager, Retirement Services

Client Service Manager, Retirement Services Job Summary The Client Service Manager is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving long-term satisfaction, client retention, improving efficiencies, resolving client issues, and helping our clients manage their retirement plans for better outcomes. Job Location The position will ideally be located in the Lexington, KY, or Cordova, TN, office location. Duties & Responsibilities Build strong relationships with clients and advisors through proactive communication. Maintain and enhance relationships with clients, financial advisors, and industry partners by providing engaging ongoing service; serve as the primary point of contact for all assigned clients, financial advisors, and partners, on the day-to-day account management with operational oversight of all account related activities. The Client Service Manager may work with the Relationship Managers to deliver client satisfaction by providing retirement plan and operational expertise, proactively identifying, owning and resolving client issues and engaging clients with value added consulting. Support clients in managing their fiduciary responsibilities by addressing and resolving plan compliance, regulatory and operational issues in conjunction with the third-party administrator ("TPA") and financial advisor, if applicable. Ensure that our commitments to our clients are met by proactively reviewing the status of assigned plans’ periodic activity (compliance testing, 5500, quarterly statements, RMDs, etc.). Coordinate effectively and efficiently with internal operations partners, financial advisors, and other client related service providers. Adhere to team individual service and retention goals. Responsible for the overall client relationship experience, including building and maintaining a strong relationship with plan sponsors, advisors, and TPAs. Analyze, troubleshoot, and problem solve plan administration and recordkeeping issues. Provide training to Advisors and Plan Sponsors to communicate procedures relating to payroll submission, fund changes, loan and distribution processing, compliance testing, etc. Advise Plan Sponsors on mandatory and discretionary plan document amendments. Understand non-discrimination testing under sections 401(k), 401(m) and 401(a)(4) of the Internal Revenue Code. Provide assistance and website training to Advisors, Plan Sponsors, and TPAs. Solve diverse and complex problems using solid analytical skills where limited precedents or guidelines exist. Able to understand process flow and their interdependencies. Skills & Requirements Bachelor's degree or an equivalent combination of education and relevant experience. Professional certification preferred ASPPA (QKA, QPA), CEBS or NIPA (APA) (APR) preferred. Knowledge of ERISA Regulations and the applicable Internal Revenue Code is required. SunGard Relius Administration experience preferred. Compliance testing and contribution calculation experience preferred. Advanced knowledge of Microsoft Excel and Outlook is required. Must have strong written and verbal communication skills. Capable to relate the customer needs to other team members and leadership. Must have the ability to process detailed work within assigned timeframes and without errors. Familiarity with various plan designs (traditional 401(k), safe harbor, automatic contribution arrangements, new comparability, etc.). Demonstrated experience handling relationships with participants, advisors, Plan Sponsors, or TPAs. Salary: $55,000 - $75,000 annually, based on experience, with eligibility to participate in the company's quarterly bonus program. About the Organization EdgeCo Holdings is made up of several affiliated financial services companies, including AmericanTCS Holdings and NewEdge Capital Group. For over four decades, the EdgeCo companies have provided a suite of technology and support services to financial intermediaries and their clients, including full-service retirement plan administration, wealth management, brokerage, advisory, and trust and custody solutions. AmericanTCS offers various subsidiaries and brands providing financial services to the American workforce with a mission to create financial security for all Americans. What We Offer Compensation will be comprised of a base salary and an opportunity to qualify for bonus(es) or commissions. EdgeCo Holdings' benefit package includes health, dental, vision, short-term disability, long-term disability, life insurance, PTO and 401(k) match (after applicable waiting periods). EOE Statement: Equal Opportunity Employment. EdgeCo Holdings, along with its subsidiaries, is an equal opportunity employer and does not unlawfully discriminate against employees or applicants for employment on the basis of race, color, religion, creed, sex, sexual orientation, national origin, age, disability, marital status, veteran status or any other status protected by applicable law. This position is currently accepting applications. #J-18808-Ljbffr