What are the responsibilities and job description for the Client Support Manager - Retirement Plan Services position at The National Bank of Indianapolis?
Are you detail-oriented, service-driven, and experienced in supporting retirement plan clients? The National Bank of Indianapolis is seeking a Client Support Manager to join our Retirement Plan Services (RPS) team. In this role, you’ll be responsible for daily transaction activity and high-touch client support working collaboratively to ensure accuracy, compliance, and an exceptional client experience.
How You'll Contribute
The National Bank of Indianapolis is the city’s only locally owned national bank—known for personalized service, trusted expertise, and long-term client relationships. Our Retirement Plan Services team supports organizations and participants with precision, care, and consistency, and this role is central to delivering that experience.
You’ll join a collaborative team where your work is valued, your development is supported, and your contributions directly impact client confidence and satisfaction.
Bring your organization. Bring your service mindset. Bring your best.
We’ll provide the culture, resources, and trust to help you succeed.
Hourly Wage
The National Bank of Indianapolis is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of, and will not be discriminated against on the basis of race, color, sex (including pregnancy), sexual orientation, gender identity, religion, national origin, age, veteran status, disability, genetic information, or other bases as protected by local, state, or federal law.
The National Bank of Indianapolis participates in E-Verify, a federal program that verifies the employment eligibility of newly hired employees. Employment is contingent upon verification of identity and authorization to work in the United States in accordance with federal law.
How You'll Contribute
- Build and maintain strong relationships with internal and external clients through regular, professional communication aligned with the Bank’s Culture of Excellence.
- Respond promptly and effectively to client questions, requests, and concerns, both written and verbal, partnering with colleagues across departments as needed.
- Assist with retirement plan account set-ups, conversions, and ongoing maintenance.
- Process daily transactions for RPS accounts, including payroll contributions, participant distributions (recurring and one-time), and loan requests, ensuring accuracy, timeliness, and compliance.
- Perform reconciliations between outside investment manager statements and internal trust asset records.
- Support client communications and provide administrative assistance for participant and client inquiries.
- Assist with the preparation of client and participant presentations, as well as proposals for prospective clients.
- Provide logistical and administrative support for client meetings and luncheons, as directed.
- Participate in Wealth Management committees and special projects, as assigned.
- High school diploma or equivalent required; bachelor’s coursework or degree preferred.
- Minimum of two years of experience in an administrative role supporting client service professionals
- Direct experience with employee retirement plans preferred
- Excellent interpersonal skills with a high degree of professionalism
- Strong written and verbal communication skills with a customer-first mindset
- Proven reliability and ability to work independently with minimal supervision
- Strong organizational, time management, and prioritization skills
- High attention to detail and accuracy
- Team-oriented with a strong work ethic
- Proficiency in Microsoft Word, Excel, and standard office applications
The National Bank of Indianapolis is the city’s only locally owned national bank—known for personalized service, trusted expertise, and long-term client relationships. Our Retirement Plan Services team supports organizations and participants with precision, care, and consistency, and this role is central to delivering that experience.
You’ll join a collaborative team where your work is valued, your development is supported, and your contributions directly impact client confidence and satisfaction.
Bring your organization. Bring your service mindset. Bring your best.
We’ll provide the culture, resources, and trust to help you succeed.
Hourly Wage
The National Bank of Indianapolis is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of, and will not be discriminated against on the basis of race, color, sex (including pregnancy), sexual orientation, gender identity, religion, national origin, age, veteran status, disability, genetic information, or other bases as protected by local, state, or federal law.
The National Bank of Indianapolis participates in E-Verify, a federal program that verifies the employment eligibility of newly hired employees. Employment is contingent upon verification of identity and authorization to work in the United States in accordance with federal law.