Smooth 401k ยท 5 days ago
Client Services Manager
Cleveland, OH
Full-time
Hybrid
Mid Level
3+ years expSmooth 401k is dedicated to offering a customer-focused approach to retirement plan management, prioritizing personal interactions over automation. The Client Service Manager plays a critical role in delivering exceptional client service and experience to retirement plan participants, serving as the primary point of contact for plan sponsors and ensuring smooth day-to-day plan operations.
Financial Services
Hiring Manager
Steven Frohwerk
Responsibilities
Serve as the primary contact for assigned 401(k) plan sponsors
Build strong, long-term relationships through proactive communication and responsiveness
Coordinate client meetings, annual reviews, and ongoing service touchpoints
Assist with client education initiatives and service enhancements
Oversee day-to-day servicing of retirement plans in coordination with recordkeepers, TPAs, custodians, and advisors
Manage plan onboarding, conversions, and implementation processes
Support annual compliance activities including nondiscrimination testing, Form 5500 preparation, and plan audits
Monitor service deliverables and follow up to ensure accuracy and timeliness
Troubleshoot participant and plan sponsor issues and escalate when necessary
Act as a liaison between clients and service providers to ensure efficient resolution
Track service requests and ensure consistent follow-through
Help develop and refine internal workflows, documentation, and best practices
Maintain accurate client records and service notes in CRM and plan systems
Support special projects, client communications, and firm initiatives as needed
Qualification
Required
3+ years of experience in 401(k), retirement plan administration, or financial services client support
Working knowledge of 401(k) plans, ERISA concepts, and retirement plan operations
Strong organizational skills with exceptional attention to detail
Excellent written and verbal communication skills
Ability to manage multiple priorities in a fast-paced, small-business environment
Preferred
Experience working with recordkeepers and third-party administrators (TPAs)
Familiarity with plan testing, compliance, and Form 5500 processes
CRM and retirement plan software experience
Industry designations (QKA, QPA, CPFA) a plus, but not required
Benefits
Collaborative, team-oriented culture in a growing firm
Meaningful client relationships and visible impact on client success
Competitive compensation based on experience
Opportunities for professional growth and expanded responsibilities
Flexible work environment
Company
Smooth 401k
Smooth 401k offers a team-based approach with enhanced customer service, catering to both employers and financial advisors.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase