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.