Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowFirst seen 4 hours ago

Client Service Supervisor 401k Retirement

Benetrends Financial4 open roles

Where
Remote
Work mode
Remote
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowClient Service Supervisor 401k RetirementBenetrends Financial · Remote

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Benetrends Financial's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

13.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.6%3 days
  3. 13.3%7 days
  4. 21.3%14 days
  5. 35.7%30 days
  6. 59.1%60 days
This job: first seen 4 hours ago

The posting

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.

Must Reside in: AZ, CA, CO, FL, GA, IA, MD, MI, NC, NY, NJ, OH, PA, SC, TX, or UT

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

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Benetrends Financial's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Benetrends Financial's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Benetrends Financial's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.