Client Services Manager – Retirement

Navia Benefit Solutions, Inc.

Client Services Manager at Navia Benefit Solutions providing consultative support for retirement plans. Building relationships and ensuring compliance to enhance client satisfaction through strategic guidance.

Posted 4/29/2026full-timeArizona, California, Colorado, Florida, Illinois, Iowa, Kansas, Maine, Massachusetts, Minnesota, Missouri, Montana, Nevada, New Jersey, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, South Dakota, Tennessee, Texas, Utah, Washington • 🇺🇸 United StatesMid-LevelSenior💰 $80,000 - $120,000 per yearWebsite

About the role

Key responsibilities & impact

Advise clients on plan design best practices and compliance strategies.
Lead the process of designing the client plan to optimize the balance of client objectives, participant needs, and regulatory risks.
Provide scenario modeling and plan analysis to clients on potential plan design changes, funding options, and other analytical requests.
Provide consulting on plan failures, ensuring corrective actions align with regulatory requirements.
Maintain strong relationships with clients, advisors, and third-party vendors to ensure seamless plan administration.
Serve as the primary contact for escalated or plan-level issues, ensuring timely resolution.
Conduct regular client/advisor meetings to review plan performance and recommend improvements.
Lead discussions on regulatory updates, ensuring clients remain compliant and informed.
Own client contracting, billing, benchmarking, and fee adjustments as needed.
Consult on plan terminations, mergers & acquisitions, and oversee associates to ensure smooth transitions.

Requirements

What you’ll need

5+ years of experience in retirement plan administration, client management, and/or consulting.
Strong knowledge of ERISA, IRS, and DOL regulations related to retirement plans.
Experience managing stakeholder relationships (clients, advisors, vendors).
Strong data analysis skills: Ability to analyze plan data, benchmark fees, and recommend improvements.
Ability to work with Data Management to analyze data file issues and articulate them to the client’s IT team to address root causes.
Excellent communication and presentation skills.
NIPA APA, ASPPA RPS (minimum) and/or QKA/QKC certification (preferred) (or willingness to obtain them within two years of obtaining the CSM position).
Strong written and verbal communication skills.
High attention to detail with large volumes of data.
Ability to self-manage and prioritize a high volume of tasks with strict follow-up and completion deadlines.
Must be able to create relationships through proactive phone/email correspondence.
Intermediate/Advanced knowledge of Microsoft Word, Outlook, Excel, Salesforce CRM.
Some travel required.

Benefits

Comp & perks

Generous health benefits
Company sponsored wellness benefits
Complimentary Life Insurance and Long-Term Disability Insurance
Paid time off
6 Paid Holidays & 2 Paid Floating Holidays
Work from home and hybrid schedules available!

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data analysisplan designscenario modelingplan analysisregulatory compliancebenchmarkingfee adjustmentsplan terminationsmergers and acquisitionsstakeholder management

Soft Skills

communication skillspresentation skillsrelationship buildingattention to detailself-managementprioritizationproblem-solvingclient managementconsultingteam leadership

Certifications

NIPA APAASPPA RPSQKAQKC