Remote Retirement Services Client Success Lead
Remote / Online - Candidates ideally in
Georgetown, Scott County, Kentucky, 40324, USA
Listed on 2026-06-26
Georgetown, Scott County, Kentucky, 40324, USA
Listing for:
American Trust
Remote/Work from Home
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
American Trust is seeking a Client Service Manager for Retirement Services to deliver high-quality account management for clients. The ideal candidate will manage a portfolio of defined contribution relationships, ensuring client satisfaction and compliance.
Responsibilities include building relationships with clients and financial advisors, resolving issues, and supporting clients with fiduciary responsibilities. Knowledge of ERISA regulations and experience with various plan designs are essential.
The salary ranges from $55,000 to $75,000 annually based on experience, with participation in a quarterly bonus program.
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