Job Description
Purpose of Position
The Client Service Manager (CSM) will be responsible for the Defined Contribution Plans in an assigned caseload of Combo Plan client accounts. The CSM will partner with an Actuarial Consultant on the relationship. The Actuarial Consultant will be responsible for all items pertaining to the Defined Benefit Plan and combined plan testing. The CSM will be responsible for all other items related to the Defined Contribution Plan.
The CSM will be knowledgeable of recordkeeper processes and procedures, Defined Contribution annual administration, plan termination items, Defined Contribution corrections, and balance forward valuations. The CSM and Actuarial Consultant will work together to appropriately coordinate client and financial advisor communications and deliverables.
Responsibilities
Competencies Required
Education and Qualifications
Benefits and Compensation
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