Client Service Manager

PCS Retirement

Client Service Manager managing client relationships for PCS Retirement, LLC. Responsible for client satisfaction and retention goals with high-level customer service and relationship building.

Posted 7/21/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $65,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client service and relationship management skills, with a focus on 401k and retirement plans. Proficient in problem-solving, organizational management, and effective communication across various levels of an organization.

Highest-signal resume keywords

Client Service ExperienceRelationship Management401k Plan KnowledgeMicrosoft Office ProficiencyProblem-Solving Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Client Data ReviewFinancial Statement InterpretationPlan Document KnowledgeTime ManagementTechnical Proficiency

Soft Skills

Communication SkillsOrganizational SkillsCritical ThinkingFlexibilityProfessional Demeanor

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft OutlookAccess

Certifications & Qualifications

QPAQKAQKS

Industry Keywords

Retirement Industry401k Plans403b Plans457 PlansFinancial Industry Operations

About the role

Key responsibilities & impact

Manages the day-to-day administration of a portfolio of clients across various product lines and prioritizes their needs
Serves as the single point of contact in addressing an array of requests from basic to complex, such as plan level changes and reconciliations, from plan sponsors, advisors and TPAs
Provides a high level of customer service, builds relationships to ensure retention, and facilitates organic growth
Takes ownership and applies critical thinking and problem-solving skills to resolve client-related issues efficiently and effectively and mobilizing internal teams necessary
Take full ownership of the end-to-end client experience, managing your case queue and ensuring all transactions, updates, and issues are completed accurately and on time, with proactive identification and escalation of any risks or gaps
Facilitates regularly scheduled client calls to discuss outstanding items and provide updates on company initiatives
Reviews client data periodically for accuracy and adheres to the strictest standards of oversight, ensuring all PII is kept confidential and secure
Demonstrates efficiency and flexibility in overseeing detailed processes in a fast-paced environment with frequent interruptions and changing priorities
Assists other areas of the organization with various functions when volume is high and/or staffing levels are low
Participation in unit meetings, ongoing training and self-development
Conducts themselves professionally and partners with upper Management accordingly
Participate in call queues as needed
Performs other duties and responsibilities as assigned

Requirements

What you’ll need

5-7 years of client service and/or relationship management experience required, preferably in the retirement industry
Bachelors’ degree is preferred but not required
QPA, QKA/QKS preferred but not required
Knowledge of 401k plans and/or 403b, 457 plans, as well as a basic understanding of the full suite of PCS Retirement products and services
An understanding of financial industry operations, mutual fund classification, trading and general banking practices
Experienced in coordinating and running client meetings in person and virtually
High level of accountability and ownership of assigned book of clients
Strong organizational and time management skills to prioritize workflow and ensure duties and projects are completed by deadlines
Reasoning and problem-solving skills to research and resolve general problems
Technical proficiency and highly adaptive to learning and working in multiple systems.
Proficiency in using required software applications, including Microsoft Office applications (specifically, Word, Excel, PowerPoint and Outlook - Access is beneficial) necessary for creating documents, analyzing spreadsheets, and managing business correspondence
Communication skills and professional demeanor to interact with all levels of management, other associates and counterparts at other firms
Work independently and in a team environment as well as support broader initiatives with guidance from a Supervisor
Work well under stress created by time deadlines, workflow volume changes and telephone/associate inquiries
Learn and understand the various legal documents required by various companies in order to process client requests
Learn and apply new information, skills, and processes quickly including the various regulations, back-office systems and plan document materials
Read and interpret financial statements

Benefits

Comp & perks

401(k) match
medical
dental
vision
life insurance
short and long term disability
paid-time off