Sales and Business Development

Client Service Manager

Permanent

HireBetter

Client Service Manager Austin Texas

The Role: Client Service Manager

Location: Hybrid – Austin, Texas

The Company

HireBetter’s client is acknowledged as one of the top retirement plan advisory firms in the country. The company has been in operation since 2010 and is consistently ranked one of the top employee benefit firms in the city (per the Austin Business Journal).

The Role

Our client is seeking a personable and motivated Client Service Manager to join their team. The CSM position is responsible for working with the firm’s retirement plan clients to maximize the effectiveness of the retirement plan (mostly 401(k) plans) for the benefit of their employees. The ideal candidate is eager to provide outstanding service, with strong attention to detail and the ability to manage multiple projects.

Responsibilities

  • Advise on retirement plan investment, plan design and employee financial wellness strategies
  • Develop and present client planning and investment review meetings
  • Anticipate and assess clients’ needs and manage complex client relationships
  • Establish and maintain strong, sustainable client relationships
  • Assist in presenting prospect proposals and responding to requests for proposal
  • Present participant educational meetings and webinars
  • Manage client communications and act as liaison with clients’ other providers and advisors (i.e., retirement plan recordkeepers, TPAs, auditors, attorneys)
  • Assist with implementation and service tasks for clients, including obtaining competitive bids, creation of proposals and investment reviews
  • Respond to client requests for assistance

Qualifications

  • Bachelor’s Degree preferred
  • Retirement plan industry experience preferred but not required
  • Series 7 and 66 licenses beneficial; required within the first two years of employment
  • Understanding of retirement plan design and compliance-related issues, knowledge of fiduciary responsibilities, and familiarity with retirement plan administration a plus
  • Strong project management skills and ability to handle multiple projects for multiple clients, with competing priorities and extreme attention to detail
  • Strong proficiency in Microsoft Office Suite
  • Experience with Envestment and Salesforce is a plus
  • Excellent growth potential in a booming industry with opportunity for advancement to Relationship Manager
  • Hybrid position, with both in office and remote work
  • Salary commensurate with experience
  • Team player with a positive attitude and exceptional interpersonal and organizational skills
  • High energy, ethical professional who demonstrates confidence, accountability, and integrity with each interaction
  • Excellent communication, presentation, listening, analytical and problem-solving skills
  • Commitment to culture – requires a demonstration of accountability, client focus and teamwork
  • Relationship-building skills and commitment to enhance long-term client relationships

 

To Apply

Interested candidates should apply through the HireBetter website at jobs.hirebetter.com. Qualified applicants will be responded to as quickly as possible.


Please note: Applicants for employment in the U.S. must possess work authorization that does not require sponsorship for a visa now or in the future.

Tagged as: Client Service Manager