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Client Service Manager

LT Trust, a division of American Trust

in Remote / Greenwood Village CO

Logo for LT Trust, a division of American Trust

LT Trust, a division of American Trust, provides 401(k) plans and servicing for growing businesses. As a Client Service Manager, you will be the expert on retirement plan administration for our clients. These are generally clients who have zero to $5 million in plan assets. You will work with these clients on a diverse range of needs – as simple as helping them submit retirement plan contributions, to complex tasks like understanding the regulatory environment around retirement plans. In the end, your effort enables people to start their journey toward retirement readiness -- work that makes a difference!

What you will do:

  • Accountable for the proactive and consultative delivery of LT Trust’s services while exceeding established Service Level Agreements (SLAs).
  • Responsible for the overall client relationship experience, including building and maintaining strong relationships with plan sponsors, advisors, and TPAs.
  • Monitor all plan administration functions (plan amendments, tax reporting, and compliance) while ensuring recordkeeping processes are executed with quality and accuracy, on-time, every time.
  • Provide training assistance to Advisors, Plan Sponsors, and or TPA Partners (payroll submission, fund changes, loan and distribution processing, compliance testing, etc.).
  • Participate in Advisor/Client conference calls and or meetings as needed.
  • Research complex and sensitive service inquiries while seeing them through to resolution.
  • Ensure ongoing adherence to company polices and regulatory guidelines.
  • Help streamline, develop, and implement new departmental policies/procedures, workflows, and service enhancements when directed.
  • Effectively and efficiently respond to and manage team e-mail and phone queues.
  • Additional duties and responsibilities as assigned.

What you bring:

  • Bachelor's degree
  • Minimum of 1-3 years of 401(k) /defined contribution plan recordkeeping experience
  • Demonstrated ability to handle customer service issues to their resolution
  • Working knowledge of ERISA, IRS and DOL regulations
  • SunGard Relius Administration and 401(k) recordkeeping experience preferred
  • Working knowledge of Microsoft Office and Teams suite
  • Have strong written and verbal communication skills
  • Team player with the ability to work under pressure

Benefits:

Employees are eligible to participate in company benefits including health, dental, and vision insurance on the first of the month after their hire date. The company also provides a 401(k) plan with company match, group life insurance, short- and long-term disability, as well as additional voluntary benefits for employees to elect participation in.

Salary: This is an exempt position with a salary range of $55,000-$65,000/year based on experience.

How to Apply

Please send your resume with desired salary range to Jennifer Holloway in Human Resources: jholloway@edgecoholdings.com or apply via the company website.

Apply Now


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