About the role

  • Serve as the primary contact and ensure highest level of client satisfaction for assigned caseload.
  • Work with Sr. Client Service Manager as needed.
  • Produce and deliver accurate client quarterly valuations in a timely manner
  • Manage requests related to enrollment material
  • Manage Daily Asset/Liability reconciliation
  • Contribute to strategic consultation and keep senior management informed about client relationship
  • Partner with Sr Client managers and work closely with sales, recordkeeping and operations staff
  • Contribute to resolution of account imbalances with the trading partner in a timely fashion
  • Assist with projects or duties from outside departments as needed

Requirements

  • Minimum of 6+ years’ experience administering Non-Qualified deferred compensation plans for Fortune 1000 companies
  • Bachelor’s degree in finance or business – related field preferred
  • Experience with Microsoft Word & Excel, and the ability to learn new software quickly
  • Excellent communication, organization, prioritization, and problem – solving skills
  • Ability to work well under pressure with multiple priorities and deadlines
  • Must be detail-oriented, a self – starter, entrepreneurial, and motivated
  • Experience in Relius Administration and Crystal Reports software programs

Benefits

  • Health, dental, vision and life insurance plans
  • 401(k) Savings plan – with generous company matching contributions (up to 6%)
  • Voya Retirement Plan – employer paid cash balance retirement plan (4%)
  • Tuition reimbursement up to $5,250/year
  • Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
  • Paid volunteer time — 40 hours per calendar year

Job title

Plan Manager

Job type

Experience level

Mid levelSenior

Salary

$48,180 - $80,320 per year

Degree requirement

Bachelor's Degree

Location requirements

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