Client Service Manager

Are you a retirement professional who enjoys working directly with clients? Are you looking to join an exciting and innovative team revolutionizing the retirement space? The Aon Pooled Employer Plan (Aon PEP) is a fast-growing 401(k) solution delivering a better experience for employers and their employees. Be part of our growing team as a Client Service Manager!

This is a virtual role with the flexibility to work from home or from any local Aon office in the US.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As a global organization, we are united through trust as one inclusive team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like

The Client Service Manager (CSM) is responsible for delivering the Aon PEP 401(k) Plan to a portfolio of participating employers. CSMs are the main client contact for service delivery and work closely with Aon PEP leaders and our service partners to deliver a high-quality, market-leading 401(k) experience. In addition, the Client Service Manager must:

• Have a strong command of client objectives
• Stay current on 401(k) regulatory and legislative landscape
• Have at least 5 years of experience in retirement consulting, plan management, and client service
• Have skills and judgment to recognize how to appropriately support clients through complex 401(k) regulatory and administrative issues
• Have the analytical and organizational skills to understand how to monitor, review, and identify 401(k) administrative concerns
• Have Excel expertise and the ability to strategically identify and resolve data discrepancies
• The ability to delegate a team of analysts and oversee completion and accuracy of workflow
• Have the ability to work in a fast-paced environment, tracking multiple deliverables and inquiries across multiple clients and participants at one time
• Lead special projects, such as plan design changes, plan amendments, custom communications, educational webinars, payroll corrections, and merger & acquisition support
• This role may have people management and leadership opportunities, depending on the experience and interest of the candidate.

In this role, you will expand your knowledge of 401(k) plan design, administration, compliance, and procedures. You will also work directly with clients and third-party vendors, serving as a project manager and resource. Experience in the 401(k) industry is required, as you will have a fair amount of discretion in ensuring plan compliance across participant employers and delivering high quality services.

How this opportunity is different

You will enjoy working with a broad range of people. Within Aon, you will have the support of the broader client service team, operations managers, and leadership team for the Aon PEP. Outside of Aon, you will connect with our partners, our clients, and our clients' service providers.

As the main client contact, you will serve as an account executive and establish a trusted relationship with your clients as their 401(k) consultant. We work collaboratively as a team in serving our clients and act in a fiduciary capacity.

Our team is keenly focused on colleague development and career opportunities. We look forward to nurturing your talents not only to support our clients and team, but also to encourage you in your personal growth and career goals.

Skills and experience that will lead to success:

• Expert understanding of 401(k) plan design, administration, and compliance
• Advanced knowledge of Excel- specific to working with census data, financial data, calculating plan corrections and annual contribution calculations. (The ideal candidate will be well-versed with formulas such as V-lookup and "if,then" calculations.) Advanced analytical skills and the ability to strategically identify and resolve data discrepancies is a great asset.
• Ability to own and take responsibility for multiple clients; manage multiple issues, questions, and concerns on a daily basis
• Outstanding project management and delegation skills. You will have a team of analysts supporting you and your clients. You will need to keep your team on-task to ensure all deliverables are tracked and completed accurately and in a timely fashion
• Ability to oversee the fulfillment of colleague work
• Outstanding time management skills; Self-motivated, detail-oriented and organized
• Good written, oral, and interpersonal skills; Comfortable and effective communication when engaging clients and vendors
• Ability to navigate difficult circumstances and works well within a team environment.
• Resourceful, strong critical thinking, analytical, and problem-solving skills
• Proven people management and leadership skills will be viewed favorably
• Education : Bachelor's degree or equivalent years of industry experience.

How we support our colleagues

The salary range for this position (intended for U.S. applicants) is $90,000-$110,000 annually . Salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location.

This position is eligible to participate in one of Aon's annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan.

Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon's discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. People with criminal histories are encouraged to apply.

We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on View email address on click.appcast.io

For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.