Sign up with

Already have an account? Log in here

Need some help?
Talk to us at +91 7670800001

Client Services Manager at Harmony Hospice LLC

Portland, Maine, United States -

Full Time

Start Date

Immediate

Expiry Date

20 May, 26

Salary

0.0

Posted On

19 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Problem-Solving, Detail-Oriented, Retirement Plan Support, Wealth Management Client Support, Inquiry Response, Plan Reviews, Compliance Tasks, Documentation, Participant Education, Liaison, Recordkeeper Coordination, TPA Coordination, Onboarding, Client Engagement, CRM Maintenance

Industry

Description

Description Varney Financial is seeking a motivated Client Services Manager to support our Financial Advisors and employer retirement plan clients. This role is ideal for someone who enjoys client service, problem-solving, and working in a fast-paced, detail-oriented environment. Responsibilities Support advisors with retirement plan and wealth management clients Respond to inquiries from plan sponsors, participants, and vendors Assist with plan reviews, compliance tasks, and documentation Coordinate participant education meetings and communications Serve as liaison with recordkeepers and TPAs Support onboarding of new plans and ongoing client engagement Maintain accurate CRM and plan records Requirements Qualifications Knowledge of ERISA, retirement plans, and investment menus FINRA Series 6 & 63 (or ability to obtain within 90 days) Strong communication and relationship-building skills Ability to manage multiple projects and deadlines Professional, reliable, and client-focused

Responsibilities

The Client Services Manager will support Financial Advisors with retirement plan and wealth management clients, responding to inquiries from plan sponsors, participants, and vendors. Responsibilities also include assisting with plan reviews, compliance tasks, documentation, and coordinating participant education meetings.