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Client Service Manager

American Trust Retirement

in Remote

Job Summary:

The Client Service Manager is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving long-term satisfaction, client retention, improving efficiencies, resolving client issues, and helping our clients manage their retirement plans for better outcomes.

Duties/Responsibilities:

• Maintain and enhance relationships with clients, financial advisors, and industry partners by providing engaging on-going service; serve as the primary point of contact for all assigned clients, financial advisors, and partners, on the day-to-day account management with operational oversight of all account related activities.
• The Client Service Manager works with the Relationship Manager to deliver client satisfaction by providing retirement plan and operational expertise, proactively identifying, owning and resolving client issues and engaging clients with value added consulting.
• Support clients in managing their fiduciary responsibilities by addressing and resolving plan compliance, regulatory and operational issues in conjunction with the third- party administrator (TPA) and financial advisor, if applicable.
• Partner with client and financial advisor in the development and execution of participant engagement strategies; support, plan and participate in meetings when necessary.
• Ensure that our commitments to our clients are met by proactively reviewing the status of assigned plans periodic activity (compliance testing, 5500, quarterly statements, RMDs, etc.).
• Coordinate effectively and efficiently with internal operations partners, financial advisors, and other client related service providers.
• Prepare and deliver annual service reviews and monitor plan fees where appropriate, including presenting at on-site meetings when necessary.
• Review all accounts in accordance with regulatory and department standards to mitigate risk.
• Adhere to team individual service and retention goals.

Qualifications: 

• Bachelor's degree or the equivalent combination of education and relevant experience and 3+ years of retirement plan industry experience.
• Excellent communication and presentation skills. Quality focus with attention to detail.
• Ability to work effectively in a team environment and manage multiple tasks.
• Proven track record of success in maintaining and enhancing institutional defined contribution relationships.
• Professional designations or working towards certification, such as ASPPA Certifications (QKA, QPA, CPC, QPFC), CEBS, CFP, CPA.
• Strong collaboration skills, ability to influence decisions and resource allocation.
• Excellent analytical and problem resolution skills.
• Experienced in retirement plan recordkeeping administration and operations, participant communications, and investments.

Salary: $44,000 - $66,000 

Who We Are:

EdgeCo Holdings' is made up of several affiliated companies including AmericanTCS and NewEdge Capital Group that have been providing a suite of technology and support services to financial intermediaries and their clients, including full-service retirement plan administration, wealth management, brokerage, advisory, and trust and custody solutions for over four decades.


AmericanTCS was built by a dedication to innovation, integrity, and desire to help people achieve a successful financial outcome. AmericanTCS is comprised of several subsidiary companies including American Trust Custody, American Trust Retirement, American Trust Wealth, Pension Pro and Hub+, together they provide industry-leading financial services to the American workforce with the mission to create financial security for all Americans. Currently, AmericanTCS has over $120 billion assets and supports over 300K retirement plans.

What We Offer:

Compensation will be comprised of a base salary and opportunity to qualify for a quarterly performance-based bonus program. EdgeCo Holdings benefit package includes health, dental, vision, short-term disability, long-term disability, life insurance, PTO and 401(k) match (after applicable waiting periods).

How to Apply

To apply, please click the "Apply Now" link below or email your resume directly to cbell@edgecoholdings.com

Apply Now

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