SetAway, LLC is seeking an individual for Client Service Manager. In this role, you will enjoy the unique challenge of putting your retirement plan knowledge and client service skills to work alongside a team of other retirement plan professionals.
Job Responsibilities
Serve as the primary point of contact for retirement small business clients and advisors
Strengthen relationships with clients and advisors
Respond to plan sponsors and advisors’ questions related to all aspects of their retirement plan including plan design in a timely manner
Monitor annual plan projects, calendars, and milestones
Communicate annual plan compliance results and annual tax filings
Maintain knowledge regarding industry trends and legislative/regulatory requirements and changes
Proactively request information and alert clients to plan operational and compliance matters
Prioritize, research and resolve client questions related to technology, plan operation, compliance and other matters
Coordinate with other team members as required for support on recordkeeping and plan administration
Communicate 401(k) recordkeeping processes and technology
Maintain documentation on client projects and responses within CRM
Ad hoc projects and tasks as assigned
Our Needs:
3+ Years Retirement Plan Experience
Solid computer skills including MS Office suite: Outlook, Word, Excel, Power Point, and Teams
Professional and concise verbal, non-verbal, and written communication skills
Strong attention to detail and sense of urgency
Builder of collaborative rapport with stellar interpersonal and relationship management skills
Exceptionally organized individual who juggles multiple projects with minimal oversight
Self-starting, resourceful, solution seeker who works well independently
Can do, client focused attitude who thrives on accountability, credibility, and trustworthiness
Team player with willingness to do no matter how small or large the task
Positive attitude
Our Wants:
Bachelor’s Degree
ASPPA Certification —or must be willing to work towards ASPPA credentials
Desire to deliver the best internal and external client service possible
Dedicated employee who finds enjoyment in service with a smile
Ability to handle difficult conversations in a positive and professional manner
