Taft Hartley Client Service Manager

Job Summary

A company is looking for a DC Client Service Manager - Taft Hartley.

Key Responsibilities

• Manage client relationships and ensure timely delivery of administrative services for Taft Hartley Retirement Plans
• Resolve client inquiries and issues while maintaining high client satisfaction
• Document client interactions and maintain compliance with internal standards and regulations

Required Qualifications

• Post-secondary education or high school diploma with equivalent business experience
• Experience in Financial Services or Customer Service
• Strong working knowledge of spreadsheet and database applications
• Developing knowledge of ERISA and foundational 401k compliance
• Self-motivated, organized, and results-oriented with excellent time management skills