K Client Service Manager

What the day will look like

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, market-leading 401(k) experience. In addition, the Client Service Manager must:

• 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
• This role may have people management and leadership opportunities, depending on the experience and interest of the candidate.

In this role, you will expand your knowledge of 401(k) plan design, administration, compliance, and procedures. You will also work directly with clients and third-party vendors, serving as a project manager and resource. Experience in the 401(k) industry is required, as you will have a fair amount of discretion in ensuring plan compliance across participant employers and delivering high quality services.

You will enjoy working with a broad range of people. Within Aon, you will have the support of the broader client service team, operations managers, and leadership team for the Aon PEP. Outside of Aon, you will connect with our partners, our clients, and our clients’ service providers.

As the main client contact, you will serve as an account executive and establish a trusted relationship with your clients as their 401(k) consultant. We work collaboratively as a team in serving our clients and act in a fiduciary capacity.

Our team is keenly focused on colleague development and career opportunities. We look forward to nurturing your talents not only to support our clients and team, but also to encourage you in your personal growth and career goals.

• 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. The ideal candidate will be well-versed with formulas such as V-lookup and “if, then” calculations. Advanced analytical skills and the ability to strategically identify and resolve data discrepancies is a great asset.
• 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. You will have a team of analysts supporting you and your clients. You will need to keep your team on-task to ensure all deliverables are tracked and completed accurately and in a timely fashion
• 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
• Proven people management and leadership skills will be viewed favorably
• Education:
  
  Bachelor’s degree or equivalent years of industry experience.

The salary range for this position (intended for U.S.…