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Client Services Manager

Pinnacle, An NPPG Company

in Delray Beach FL

Job Title: Client Services Manager

Reports To: Director of Operations

FLSA Status: Exempt


Client Services Manager is a management position in the Client Services Department.  A Client Services Manager will generally have 7-10 years’ experience, advanced level pension certification, or a combination of both. 

Essential Duties and Responsibilities:

  • Monitor the plan documents for plan spin-offs and plan terminations.
  • Oversee the processing of plan distributions and loans
  • Implement and manage the processing deadlines daily
  • Assist participants and clients with any questions or concerns or direct them to the appropriate location to get the needed answer or information
  • Manage the clients expectation at the time of onboarding
  • Handle any escalated client/participant questions or concerns
  • Ongoing communication with employers and/or participants regarding plan distributions and loans and requested processes and procedures
  • Oversee and ensure the quarterly projected eligibility is done per instructions by employers and plan sponsors
  • Must be knowledgeable of relevant aspects of pension trust accounting and law
  • Complete familiarity with all company policies and procedures
  • Creating procedures and training manuals
  • Training department employees
  • Streamline and automate department procedures as changes occur with laws and/or client

Supervisory Functions

  • Monitor and direct assigned Client Service Representatives
  • Prepare and discuss performance appraisals
  • Responsible for authorizing PTO and conducting disciplinary action

Education / Experience

  • Associate’s degree (AA) or equivalent from a two year college or technical school; or
  • Two years related experience and/or training; or equivalent combination of education and experience

Language skills

  • Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures and government regulations 
  • Ability to write business and interoffice correspondence 
  • Ability to effectively present information and respond to questions from managers, co-workers, clients, and plan participants

Mathematical skills

  • Ability to calculate figures and amounts such as interest, proportions, percentages, etc., and to apply to practical situations 
  • Ability to apply concepts of basic algebra  

Reasoning Ability

  • Ability to define problems, collect data, establish facts and draw valid conclusions
  • Ability to solve practical problems where only limited standardization exists 

Certificates, Licenses, Registrations

  • Client Services Manager must have successfully completed the RPF-1 and RPF-2 (or equivalent) courses through the American Society of Pension Professionals & Actuaries
  • Advanced level courses not mandatory but are strongly encouraged

Other Qualifications

  • Must have strong financial, accounting and spreadsheet computer skills 
  • Must be able to work effectively in a stressful situation and meet tight deadlines 
  • Work requires strong interpersonal skills
  • Must be able to multitask

Physical Demands

The physical demands here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  

While performing this job, the employee is regularly required to sit; use hands to finger, handle and feel; reach with arms and hands; and talk or hear.  The employee frequently is required to stand and walk.  The employee is occasionally required to climb or balance and stoop, kneel, crouch and crawl.  The employee must regularly lift and/or move up to 10 pounds and frequently move up to 25 pounds.  Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to focus.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

The employee regularly works within a business office environment.  The employee may occasionally work off-site at a commercial storage facility or visit client’s work sites.

How to Apply

Apply by email to:

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