Retirement Plan Client Service Manager
On-siteClayton, Missouri, United States
Job Summary
Manage daily operations and client communications by acting as a liaison between Advisors, Partners, financial institutions, and service providers. Coordinate tasks, prepare client reviews, investment summaries, and meeting agendas, while assisting with new client onboarding and documentation. Maintain strong relationships with clients, TPAs, and recordkeepers by answering participant calls and organizing team meetings. Ensure compliance with established procedures and support Advisors in executing action items following client reviews. This full-time, exempt role requires a Bachelor's degree in Accounting, Business, or Finance, five years of relevant experience, and proficiency in Microsoft Office. Candidates must be authorized to work in the US and report to the Senior Retirement Plan Advisor.
Required Qualifications
- Must be authorized to work in the United States
- Ability to come into the office on a regular weekly basis (this position is not remote)
- Minimum of five years of relevant work experience
Desired Qualifications
- Bachelor's Degree preferred with an emphasis in Accounting, Business or Finance field
- Proficient in Microsoft Office Applications, with advanced expertise in Excel and PowerPoint a plus
- Knowledge of Financial Custodial Systems is a plus (e.g., Schwab, Fidelity, etc.)
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