Senior Consultant k) Client Service Manager

Are you a retirement professional who enjoys working directly with clients? Are you looking to join an exciting and innovative team revolutionizing the retirement space? The Aon Pooled Employer Plan (Aon PEP) is a fast-growing 401(k) solution delivering a better experience for employers and their employees. Be part of our growing team as a Client Service Manager!

This is a virtual role with the flexibility to work from home or from any local Aon office in the US.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As a global organization, we are united through trust as one inclusive team, and we are passionate about helping our colleagues and clients succeed.

The Client Service Manager (CSM) is responsible for delivering the Aon PEP 401(k) Plan to a portfolio of participating employers. CSMs are the main client contact for service delivery and work closely with Aon PEP leaders and our service partners to deliver a high-quality, mark-leading 401(k) experience.

• Serve as the primary contact and account executive for a portfolio of large, complex 401(k) clients in the Aon PEP.
• Build and maintain trusted advisor relationships with plan sponsors, committees, and advisors.
• Ensure timely, accurate, and proactive delivery of all agreed‑upon services.
• Act in afiduciary capacity, supporting clients in meeting governance and oversight responsibilities.

• Analyze and interpret complex plan data, including: payroll data and payroll file accuracy; annual contribution calculations; compliance and testing results
• Perform complex 401(k) calculations, such as:
  • Employer contribution and matching calculations
  • Corrective contributions and adjustments
  • Excess contribution summaries and plan corrections
• Monitor plan activity and administrative processes to identify operational risks and anomalies.
• Research issues, determine root causes, coordinate with internal and external partners, and develop clear remediation plans.

• Provide consultative, strategic support tailored to each client’s objectives and workforce demographics.
• Recommend plan design enhancements based on client goals, plan analytics, desired outcomes, and legislative requirements
• Educate clients on legislative developments and regulatory changes, helping them understand implications for their plan and participants.
• Translate complex technical and regulatory concepts intoclear, actionable verbal and written communications for clients and committees.

• Maintain a strong understanding of client objectives and ensure plan operations remain aligned with those objectives.
• Stay current on the 401(k) regulatory and legislative landscape and anticipate potential client impacts.
• Apply sound judgment to support clients through complex regulatory and administrative issues.
• Establish and leverage analytical and organizational processes tomonitor, review, and flag administrative concerns across participating employers.

• Manage multiple concurrent projects and deliverables across your client portfolio, including:
  • Plan design changes and plan amendments
  • Custom communications and educational webinars
  • Payroll and data corrections
  • Mergers, acquisitions, and related plan events
• Work in a fast‑paced environment, tracking and prioritizing multiple deliverables and inquiries across multiple clients and participants.
• Delegate, monitor, and peer‑review work across a team of Client Service Analysts to ensure quality and timeliness.

• Th…