Client Service Manager - Combo Plans

Job Summary

A company is looking for a Client Service Manager - Combo Plans.

Key Responsibilities

• Serve as the primary contact for retirement plans with small business clients and advisors
• Strengthen client relationships and respond to inquiries regarding combo retirement plans
• Monitor annual plan projects, compliance results, and maintain documentation using CRM software

Required Qualifications

• 3+ years of retirement plan experience
• Ability to explain complex combo plan design and compliance clearly
• Familiarity with PBGC requirements and filing
• Understanding of valuation reporting
• Bachelor's degree preferred