What are the responsibilities and job description for the Client Services Supervisor position at Benetrends Financial?
Position Summary
We are seeking an experienced and motivated Client Services Supervisor to lead and support our Client Services team. This role is responsible for overseeing daily operations, ensuring exceptional client service, coaching and developing employees, and maintaining operational efficiency. The ideal candidate will be a strong leader with extensive retirement plan administration experience, excellent communication skills, and a commitment to delivering outstanding client service.
Key Responsibilities
Team Leadership & Employee Development
Organize workflow and ensure team members understand their responsibilities and assigned tasks.
Monitor employee productivity and provide ongoing coaching, guidance, and constructive feedback.
Conduct regular one-on-one meetings and team meetings.
Prepare and deliver employee performance evaluations and reports.
Develop and implement performance improvement plans when needed.
Administer disciplinary actions in accordance with company policies.
Recruit, interview, onboard, and train new team members.
Review employee attendance and timekeeping records.
Client Service & Operations
Serve as an escalation point for complex client inquiries and service issues.
Monitor client interactions to ensure quality service standards are maintained.
Establish and maintain communication regarding client compliance matters.
Review outstanding case reports and proactively address service concerns.
Participate in quality control reviews of retirement plan submissions.
Create, update, and implement policies and procedures to improve operational efficiency and service delivery.
Collaboration & Communication
Work closely with internal departments to ensure seamless service and operational effectiveness.
Foster a positive, collaborative team environment.
Build and maintain strong professional relationships with clients, vendors, and business partners.
Qualifications
Bachelor's degree or an equivalent combination of education, training, and experience.
Advanced knowledge of retirement plan administration, related regulations, and IRS tax rules.
Strong customer service skills with the ability to manage client expectations and provide exceptional follow-up.
Excellent organizational, problem-solving, and time-management skills.
Ability to manage multiple priorities and make sound decisions in a fast-paced environment.
Strong attention to detail and commitment to accuracy.
Proficiency in Microsoft Excel, Word, and Outlook.
Excellent written, verbal, and interpersonal communication skills.
Ability to work effectively both independently and as part of a team.
Preferred
ASPPA credentials or related retirement plan industry certifications.
Prior supervisory or team leadership experience within retirement plan administration or financial services.
Why Join Us?
This role is ideal for an experienced retirement plan professional who enjoys both technical plan administration and helping others succeed. You'll have the opportunity to make a meaningful impact on team performance, client satisfaction, and overall business success while continuing to grow your expertise within the retirement services industry.
Why You'll Love Working at Benetrends
We believe great employees deserve great benefits and opportunities.
What We Offer
Medical, dental, and vision insurance
LTD and STD
Generous paid time off and paid holidays
Fully remote work environment
Ongoing professional development and career growth opportunities
Collaborative, supportive team culture
Stable company with a strong reputation and long-tenured employee
Fully Remote | Must Reside in: AZ, CA, CO, FL, GA, IA, MD, MI, NC, NY, NJ, OH, PA, SC, TX, or UT
We are seeking an experienced and motivated Client Services Supervisor to lead and support our Client Services team. This role is responsible for overseeing daily operations, ensuring exceptional client service, coaching and developing employees, and maintaining operational efficiency. The ideal candidate will be a strong leader with extensive retirement plan administration experience, excellent communication skills, and a commitment to delivering outstanding client service.
Key Responsibilities
Team Leadership & Employee Development
Organize workflow and ensure team members understand their responsibilities and assigned tasks.
Monitor employee productivity and provide ongoing coaching, guidance, and constructive feedback.
Conduct regular one-on-one meetings and team meetings.
Prepare and deliver employee performance evaluations and reports.
Develop and implement performance improvement plans when needed.
Administer disciplinary actions in accordance with company policies.
Recruit, interview, onboard, and train new team members.
Review employee attendance and timekeeping records.
Client Service & Operations
Serve as an escalation point for complex client inquiries and service issues.
Monitor client interactions to ensure quality service standards are maintained.
Establish and maintain communication regarding client compliance matters.
Review outstanding case reports and proactively address service concerns.
Participate in quality control reviews of retirement plan submissions.
Create, update, and implement policies and procedures to improve operational efficiency and service delivery.
Collaboration & Communication
Work closely with internal departments to ensure seamless service and operational effectiveness.
Foster a positive, collaborative team environment.
Build and maintain strong professional relationships with clients, vendors, and business partners.
Qualifications
Bachelor's degree or an equivalent combination of education, training, and experience.
Advanced knowledge of retirement plan administration, related regulations, and IRS tax rules.
Strong customer service skills with the ability to manage client expectations and provide exceptional follow-up.
Excellent organizational, problem-solving, and time-management skills.
Ability to manage multiple priorities and make sound decisions in a fast-paced environment.
Strong attention to detail and commitment to accuracy.
Proficiency in Microsoft Excel, Word, and Outlook.
Excellent written, verbal, and interpersonal communication skills.
Ability to work effectively both independently and as part of a team.
Preferred
ASPPA credentials or related retirement plan industry certifications.
Prior supervisory or team leadership experience within retirement plan administration or financial services.
Why Join Us?
This role is ideal for an experienced retirement plan professional who enjoys both technical plan administration and helping others succeed. You'll have the opportunity to make a meaningful impact on team performance, client satisfaction, and overall business success while continuing to grow your expertise within the retirement services industry.
Why You'll Love Working at Benetrends
We believe great employees deserve great benefits and opportunities.
What We Offer
Medical, dental, and vision insurance
LTD and STD
Generous paid time off and paid holidays
Fully remote work environment
Ongoing professional development and career growth opportunities
Collaborative, supportive team culture
Stable company with a strong reputation and long-tenured employee
Fully Remote | Must Reside in: AZ, CA, CO, FL, GA, IA, MD, MI, NC, NY, NJ, OH, PA, SC, TX, or UT