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Client Service Manager

Maxus Plan Solutions, Inc

in Telecommute / Charlotte NC

Logo for Maxus Plan Solutions, Inc

Job Title: Client Service Manager

Reports To: Director of Operations

Classification: Full Time – Exempt., Working Remotely

At Maxus Plan Solutions, our vision is to be an advocate for plan compliance, an educator of plan sponsors and participants, and a partner to financial professionals and institutional providers, all designed to drive successful plan outcomes. Our mission is to help businesses maximize their corporate retirement plan through creative plan design, consistent plan monitoring, and compelling client service.

With headquarters in Charlotte, NC we provide services to companies in the Carolinas and across the country. The expertise and dedication of our team has helped Maxus earn a reputation as a trusted third party administrator.

Purpose of Position

The Client Service manager will be responsible for the day-to-day management of an assigned caseload of client accounts. The CSM will have experience managing client and financial advisor relationships and will be knowledgeable of plan administration and ERISA. 

Primary Duties and Responsibilities

  • Single point of contact and ownership for assigned clients and financial advisors
  • Ability to accurately interpret and apply plan document provisions
  • Ensure compliance with DOL and IRS requirements
  • Preparation and filing of Form 5500 and related schedules, forms, as needed
  • Review of Compliance Team work for assigned clients
  • Represent the company on client calls and in client meetings, as needed
  • Have a working knowledge of custodian websites and processes
  • Support the retirement plan implementation, conversion, de-conversion Teams
  • Collection and review of annual census data and employer questionnaire

Competencies Required

  • Retirement administration and plan design experience in a professional environment
  • Experience with FT William software preferred
  • Proficiency with Microsoft Office applications
  • Knowledge of Pension Pro workflow management system is a plus
  • Demonstrated excellence in written and verbal communication
  • Must be detailed and possess strong organizational skills
  • Time management focused adhering to deadlines and timelines
  • Ability to work independently and as part of a team in a fast-paced environment
  • A demonstrated track-record of consistently meeting and/or exceeding performance expectations
  • Understand Form 5500 long form and requirements for audit support
  • Understand requirements for QDRO support

Education and Qualifications

  • College degree preferred
  • Minimum 4 years of experience in retirement plan industry
  • Broad knowledge of the retirement plan industry, willingness to obtain one or more ASPPA QKA designations

How to Apply

Please email your resume to Nick Novoselich at nick@maxusplans.com


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