401(k) Client Service Manager jobs in United States
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Aon · 17 hours ago

401(k) Client Service Manager

Aon is a global organization focused on shaping better decisions to enrich lives. They are seeking a Client Service Manager to deliver the Aon PEP 401(k) Plan to a portfolio of participating employers, serving as the main client contact for service delivery and ensuring high-quality 401(k) experiences.

ConsultingProfessional ServicesRisk Management
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H1B Sponsor Likelynote

Responsibilities

Deliver the Aon PEP 401(k) Plan to a portfolio of participating employers
Be the main client contact for service delivery and work closely with Aon PEP leaders and service partners
Have a strong command of client objectives
Stay current on 401(k) regulatory and legislative landscape
Recognize how to appropriately support clients through complex 401(k) regulatory and administrative issues
Monitor, review, and identify 401(k) administrative concerns
Have Excel expertise and the ability to strategically identify and resolve data discrepancies
Delegate a team of analysts and oversee completion and accuracy of workflow
Work in a fast-paced environment, tracking multiple deliverables and inquiries across multiple clients and participants
Lead special projects, such as plan design changes, plan amendments, custom communications, educational webinars, payroll corrections, and merger & acquisition support

Qualification

Excel expertiseRetirement consultingAnalytical skillsProject managementPeople managementInterpersonal skillsTime managementProblem-solving skills

Required

Have a strong command of client objectives
Stay current on 401(k) regulatory and legislative landscape
Have at least 5 years of experience in retirement consulting, plan management, and client service
Have skills and judgment to recognize how to appropriately support clients through complex 401(k) regulatory and administrative issues
Have the analytical and organizational skills to understand how to monitor, review, and identify 401(k) administrative concerns
Have Excel expertise and the ability to strategically identify and resolve data discrepancies
The ability to delegate a team of analysts and oversee completion and accuracy of workflow
Have the ability to work in a fast-paced environment, tracking multiple deliverables and inquiries across multiple clients and participants at one time
Lead special projects, such as plan design changes, plan amendments, custom communications, educational webinars, payroll corrections, and merger & acquisition support
Expert understanding of 401(k) plan design, administration, and compliance
Advanced knowledge of Excel- specific to working with census data, financial data, calculating plan corrections and annual contribution calculations
Ability to own and take responsibility for multiple clients; manage multiple issues, questions, and concerns on a daily basis
Outstanding project management and delegation skills
Ability to oversee the fulfillment of colleague work
Outstanding time management skills; Self-motivated, detail-oriented and organized
Good written, oral, and interpersonal skills; Comfortable and effective communication when engaging clients and vendors
Ability to navigate difficult circumstances and works well within a team environment
Resourceful, strong critical thinking, analytical, and problem-solving skills
Education: Bachelor's degree or equivalent years of industry experience

Preferred

Proven people management and leadership skills will be viewed favorably

Benefits

A 401(k) savings plan with employer contributions
An employee stock purchase plan
Consideration for long-term incentive awards at Aon’s discretion
Medical, dental and vision insurance
Various types of leaves of absence
Paid time off, including 12 paid holidays throughout the calendar year
15 days of paid vacation per year
Paid sick leave as provided under state and local paid sick leave laws
Short-term disability and optional long-term disability
Health savings account
Health care and dependent care reimbursement accounts
Employee and dependent life insurance and supplemental life and AD&D insurance
Optional personal insurance policies
Adoption assistance
Tuition assistance
Commuter benefits
An employee assistance program that includes free counseling sessions
Two “Global Wellbeing Days” each year

Company

Aon is a global provider of risk management, insurance and reinsurance brokerage, human resources solutions, and outsourcing services.

H1B Sponsorship

Aon has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (9)
2024 (19)
2023 (13)
2022 (1)
2021 (21)
2020 (6)

Funding

Current Stage
Public Company
Total Funding
$1.94B
Key Investors
Citibank NABerkshire Hathaway
2023-10-24Post Ipo Debt· $1B
2021-05-17Post Ipo Equity· $942.6M
1987-01-01IPO

Leadership Team

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Alejandro Galizia
CEO Latin America, AON
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Andy Marcell
Global CEO, Risk Capital & Reinsurance Solutions
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Company data provided by crunchbase