Client Service Manager
Company: VirtualVocations
Location: Vista
Posted on: May 24, 2025
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Job Description:
A company is looking for a Client Service Manager.
Key Responsibilities
Serve as the primary point of contact for retirement small business
clients and advisors
Respond to plan sponsors and advisors' questions regarding
retirement plans and monitor annual projects
Maintain documentation on client projects and efficiently handle
call volume using a phone queue system
Required Qualifications
3+ years of retirement plan experience
Solid computer skills including MS Office suite: Outlook, Word,
Excel, PowerPoint, and Teams
Bachelor's degree preferred
ASPPA certification or willingness to work towards it
Ability to handle difficult conversations professionally
Keywords: VirtualVocations, Catalina Island , Client Service Manager, Executive , Vista, California
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