Retirement Plan Client Service Manager
About The Position
This role primarily involves supporting Advisors and Partners by managing and facilitating operations and communications within the team and with clients and external stakeholders. The individual in this position plays a critical role in ensuring smooth daily operations, effective client relations, and compliance with established procedures and standards. They coordinate tasks, manage client data, and contribute to meeting preparations and documentation, all while maintaining strong relationships with clients, service providers, and financial institutions. This role is pivotal in enhancing team efficiency and client satisfaction. Moneta provides the opportunity for long-term career growth and professional development opportunities.
Requirements
- Bachelor’s Degree preferred with an emphasis in Accounting, Business or Finance field
- Minimum of five years of relevant work experience
- Proficient in Microsoft Office Applications, with advanced expertise in Excel and PowerPoint a plus
- Must be authorized to work in the United States
Responsibilities
- Provides comprehensive support in daily operations, assisting Advisors and Partners with a thorough understanding of team processes and procedures.
- Serves as a trusted liaison among Advisors, Partners, clients, financial institutions, and service providers, ensuring effective communication and coordination.
- Develops and maintains knowledge of qualified retirement plans, including 401(k) and Profit Sharing programs.
- Establishes and cultivates rapport with all assigned clients, facilitating communication between clients and their Advisors or Partners.
- Works directly with third-party Custodians and Advisors to meet critical project and industry deadlines.
- Manages client and plan participant communications, addressing inquiries and coordinating additional assistance with Advisors, as necessary.
- Prepares and organizes client reviews, investment allocation summaries, meeting agendas, executive summaries, and investment performance reports.
- Coordinates the scheduling of client reviews, employee education sessions, and internal team meetings.
- Assists in executing action items post-client reviews and supports the preparation of client engagement agreements, Investment Policy Statements, vendor agreements, and fee invoices.
- Supports new client onboarding, including managing documentation and coordinating introductory meetings.
- Collaborates with various team members and departments to ensure accurate data entry and workflow through various reporting systems.
Benefits
- Paid holidays
- Paid time off (PTO)
- Employer cost-shared medical and dental insurance
- Employer-paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
- 401k Match – 50% of employee contributions up to 6% of compensation
- Discretionary annual profit-sharing bonus
- Paid parental leave
- Professional development reimbursement
- Paid volunteer time off (VTO)
- Employee referral incentive bonus program
- Onsite wellness programs & rewards
- Employee engagement activities
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
