Client Services Manager

Job Title:Client Service Manager, Defined Contribution PlansJob Description:Position SummaryOur client s a nearly $10B SEC-registered investment advisor (RIA) headquartered in Bethlehem, PA, and an employee-owned firm built around accountability, continuous improvement, and a client-first service culture. We offer a high-performing, collaborative environment where people take ownership of outcomes, prioritize precision, and invest in long-term client relationships.We are seeking a dedicated, proactive Client Service Manager to serve as a primary point of contact for a portfolio of employer-sponsored retirement plan clients, delivering responsive day-to-day service and coordinating across internal teams and external partners to ensure a consistent, high-quality client experience. This role is well-suited to someone with experience in an RIA, recordkeeping, or TPA environment who wants to step into a fiduciary-oriented position with meaningful growthopportunity at an independent advisory firm.Key Responsibilities• Client Relationship Management: Serve as the primary point of contact for a portfolio of 20-30 employer-sponsored retirement plans (e.g., 401(k), 403(b), 457 plans). Cultivate and maintain strong, lasting relationships with clients and external partners.• Client Engagement & Retention: Identify and implement strategies to improve client engagement, participant outcomes, and overall plan success. Support client retention efforts and collaborate across teams to help clients achieve their goals.• Service Delivery: Address and manage client service requests daily through phone, email, Teams, Zoom, and in-person meetings.• Plan Administration: Oversee plan onboarding, conversions, and ongoing administrative activities to ensure smooth operations.• Cross-Functional Collaboration: Work closely with internal advisors, analysts, and compliance teams to deliver seamless service.• Industry Networking: Attend relevant industry events to stay informed on trends and build relationships with peers and vendors.• Team Collaboration: Contribute to the growth of the client base by supporting colleagues in achieving team goals.