RPS Client Service Manager

Pfa
- Retirement Services Regular Full Time Administrative Asst Marietta OH
- Putnam, Marietta, OH, US

3 days ago Requisition

Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well, you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals.

Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland.

We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation has donated over $8 million to local organizations since its inception in 2003.

We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank and work:

• American Banker Best Banks to Work For in 2021, 2022, 2023, 2024 and 2025
• Top Workplaces USA national award in 2022, 2023, 2024, 2025 and 2026
• Newsweek’s America's Greatest Workplaces 2024, 2025 and 2026
• Forbes America’s Best Banks 2024 and 2025
• Forbes Best-in-State Banks 2020, 2021. 2025 and 2026

At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs such as student loan and tuition paydown/reimbursement, paid vacation, holidays, and much more.

For full details of our benefits offerings, please visit:

Our associates are each accountable for living the culture and values of the organization. This includes ensuring actions and behaviors create a positive and collaborative work environment, always acting with integrity and professionalism and providing extraordinary customer service. Our goal is for you to be successful; to that end being reliable in terms of ensuring you are at work on time and work your schedule as well as actively pursuing your performance objectives, will be fundamental in your contributing to the teams' success as well as the organization.

This position will provide day to day support to plan Sponsors to ensure compliance with ERISA rules and regulations for the plan. Will keep Plan Sponsors, Sales Team and Financial Advisors (FA) informed of new regulations and plan issues, oversee compliance and testing for the plans. Research issues and suggest changes to plan design as needed. Will support plan audits. Will work as part of a support team focused on exceptional client service and act as a mentor to other team members for training and support.

• Responsible for completing quarterly Sponsor check in calls for your assigned accounts.
• Will be primary Sponsor contact to initiate all activities for plans.
• Process fund change letters semi-annual or as needed.
• Will be responsible for communicating with Financial Advisors in regard to contacts and plan changes.
• Responsible for document changes that are IRS required or Ad-Hoc requests.
• Will be responsible for problem solving and researching to ensure plans are compliant.
• Review end of year Profit sharing calculations
• Will act as the point of contact to ensure timely completion of required and requested items by Financial Advisors.
• Responsib…