BenefitsLink logo
EmployeeBenefitsJobs logo
Search by state:
Search by zip code:
Search by job function:
Subscribe Now

“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
Featured Jobs
ESOP Administrator (VA, Telecommute)
Retirement Plan Administrator (NY)
Defined Contribution Plan Administrator (CA, Telecommute)
Client Service Manager (CA)
401(k) Plan Administrator (FL)
Get the BenefitsLink appLinkedIn

Client Service Manager


in Escondido CA

Client Service Manager - compliance experience needed

Come work with a Great Company that ENGAGES it's employees, has future growth potential, flexibility and great company perks.

Voted one of San Diego's’ Best and Brightest companies to work for!

If you have ALL of the following credentials below – we want to hear from you!

  • Extremely detail oriented and organized
  • Accounting or math related experience
  • Strong Excel skills
  • 3-5 years direct client facing and management experience
  • Retirement compliance experience
  • Experience working as a Third Party Administrator (TPA)
  • Strong written and verbal communication skills
  • Strong job history track record
  • Glowing references
  • Dependable and able to work independently


The CSM serves as the overall account manager for small-mid size clients covering client management of Retirement services for all of TRI-AD’s service offerings: Daily Valuation Qualified Defined Contribution Plans, Non-Qualified Plans, Periodic Valuation Plans, and Defined Benefit Plans. The CSM is responsible for day-to-day delivery of services to an assigned group of clients; this includes: relationship building, directing internal resources to resolve client issues, actively consulting with clients to adopt TRI-AD and industry best practices, developing and fostering long-term client relationships by providing high quality, proactive client service and support and efficiently addressing and resolving service issues as they occur. The CSM is also accountable for managing the scope of services for each client, negotiating out of scope requests, and acting as the project manager on all client projects (new client implementations, etc.).


  • Knowledge of benefits and HR systems and business processes.
  • Proficiency with office technology, information systems, analysis and project management tools.
  • Knowledge of retirement regulations, plan design, and industry best practices
  • Retirement operational and compliance expertise a plus.
  • 3 –5 years’ Retirement Administration industry experience with an emphasis on direct client management.


  • Strong interpersonal communication and relationship building skills.
  • Ability to plan and lead client meetings in a professional, consultative, and effective manner.
  • Proficiency with MS office technology (Word, Excel, PowerPoint).
  • Experience with benefits and/or HR information systems and project management tools.
  • Clear, concise, and accurate oral and written communication skills.
  • Ability to multi-task and work on several projects simultaneously while working under pressure to meet deadlines.
  • Logical thinker with strong problem-solving abilities.
  • Excellent planning and organizational skills.
  • Problem solving and resolution skills: The CSM must be able to manage clients through issues by effectively managing internal resources to identify the root cause, resolution, client alternatives, etc.

How to Apply

Please send your cover letter and resumes to - thank you!

This ad has been viewed 354 times. It expires on 3/11/2019.

Renew this job Edit this job Remail this job Delete this job Feature This Job

About Us


Privacy Policy

Post a Job

Advertise in the BenefitsLink Newsletters

Add Your Company to the Directory of Vendors and Software

Recommend a News Item, Press Release, Webcast or Conference

Contact Us

Payment Portal

© 2019, Inc.