Retirement Plan Client Services Manager

Benetrends Financial

. Organize workflow and ensure team members understand their responsibilities and assigned tasks .

Posted 11/7/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates advanced knowledge of retirement plan administration and related regulations, with strong customer service skills and the ability to manage client expectations. Proven experience in team leadership, operational efficiency, and effective communication in a fast-paced environment.

Highest-signal resume keywords

Retirement Plan AdministrationCustomer Service SkillsTeam Leadership ExperienceMicrosoft Excel ProficiencyOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retirement Plan AdministrationIRS Tax RulesPerformance Improvement PlansEmployee Performance EvaluationsTimekeeping Records ManagementPolicy DevelopmentQuality Control ReviewsOperational EfficiencyClient ComplianceDisciplinary Actions

Soft Skills

CoachingProblem-SolvingAttention to DetailInterpersonal CommunicationCollaboration

Tools & Technologies

Microsoft ExcelMicrosoft WordMicrosoft Outlook

Industry Keywords

Financial ServicesClient InteractionsService DeliveryEmployee OnboardingTeam Environment

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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