Email Opening Title Client Service Manager  Description 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.   About the Organization Who We Are: EdgeCo Holdings' is made up of several affiliated companies including AmericanTCS and NewEdge Capital Group that have been providing a suite of technology and support services to financial intermediaries and their clients, including full-service retirement plan administration, wealth management, brokerage, advisory, and trust and custody solutions for over four decades. AmericanTCS was built by a dedication to innovation, integrity, and desire to help people achieve a successful financial outcome. AmericanTCS is comprised of several subsidiary companies including American Trust Custody, American Trust Retirement, American Trust Wealth, Pension Pro and Hub+, together they provide industry-leading financial services to the American workforce with the mission to create financial security for all Americans. Currently, AmericanTCS has over $120 billion assets and supports over 300K retirement plans. What We Offer: Compensation will be comprised of a base salary and an opportunity to qualify for bonus(es) or commissions. EdgeCo Holdings benefit package includes health, dental, vision, short-term disability, long-term disability, life insurance, PTO and 401(k) match (after applicable waiting periods). Applications will be accepted on an ongoing basis.   EOE Statement Equal Opportunity Employment EdgeCo Holdings, along with its subsidiaries, is an equal opportunity employer and does not unlawfully discriminate against employees or applicants for employment on the basis of an individual’s race, color, religion, creed, sex, sexual orientation, national origin, age, disability, marital status, veteran status or any other status protected by applicable law.   This position is currently not accepting applications. To search for an open position, please go to http://EdgeCoHoldings.appone.com WE ALSO RECOMMEND Other Jobs Within Same Category Plan Maintenance Specialist in USA, Remote Posted on: 5/2/2024 [Apply Now] Client Service Manager in USA, Remote Posted on: 4/22/2024 [Apply Now] Client Service Specialist in USA, Remote Posted on: 4/19/2024 [Apply Now] Senior Operations Support Specialist in Lexington, KY Posted on: 4/17/2024 [Apply Now] ESOP Administrator in Greensboro, NC Posted on: 4/11/2024 [Apply Now] Other Jobs Within 60 Miles -- None found --

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