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    Client Service Manager - Dallas, United States - GuideStone Financial

    GuideStone Financial
    GuideStone Financial Dallas, United States

    4 weeks ago

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    Description


    Experience GuideStoneWe are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees.

    We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship.

    What We Offer YouWe offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement.

    Job Summary The basic purpose of this position is to ensure overall client satisfaction by managing or helping quarterback many of the day-to-day plan sponsor/client interactions.

    Additionally, this position will coordinate all plan documentation needs, leads plan changes, and plan implementations.

    What You'll DoCoordinate closely with the RM in support of plan administration, education, and communicationBuild relationships with Plan sponsor HR teams to seamlessly back up the RMFulfill requests from consultantsPrepare and gather material for RFPsProvide Executive Summary support for RM- work with data team for additional reports required by RMAssist in communication and developing a communication plan for plan sponsors during onboardingPrepare and conduct plan sponsor training as neededPrepare and coordinate fiduciary issues/educationResolve plan sponsor issues and plan documentation needs Provide interpretation of plan provisionsCoordinate plan documentation reviewRequest and follow up on plan amendmentsField automatic enrollment questions and inquires and subsequent amendmentsAssist with NQDC questionsProcess plan restatementsOnboard new clientsConvert existing plansWork with outside vendorsCoordinate the conversion processCoordinate Compliance and IRS Limits issues Analyze NDT results and make plan design recommendations as neededAnswer minister's housing allowance questions and provide analysis for both plan sponsors and participantsCommunicate with plan sponsors about excess contributionsWork with Ret Ops on administrative, technical, and remittance issues Coordinate technical integration support for EDT/payroll feedPartner, as needed, with Ret Ops and plan sponsors in dealing with contribution, enrollment, vesting, break in service, etc.

    questionsAnalyze plan and participant data to support service and business strategy Request and collect data to assist RM in providing statistics and plan design options to plan sponsorsCoordinate plan participant communication Conduct Zoom meetings and phone appointments as neededReturn participant calls as a back up to RMHandle fee disclosure preparationSupport NPF business by researching fund availability and creating fund fact sheets as needed.

    What You'll NeedBachelor's degree or equivalent work experience.
    CFP, QKA, QPA, CPC, preferred.
    Proficient PC skills in MS Office and appropriate GuideStone system applications.
    Technical knowledge of GuideStone retirement plans and systems.
    One to two years administration or customer service experience with Employer Sponsored Retirement Plans.

    Must have substantive knowledge of the employee benefits field, specialized knowledge about the legal and tax aspects of the 403(b), 457 (b), 401(a), 401(k), 409A and other plans commonly used by denominational organizations as well as Traditional IRAs, Roth IRAs and personal investment accounts.

    Ability to understand and interpret plan documents, policies, procedures, and legal requirements.

    Strong analytical and decision-making skills in order to evaluate situations and anticipate future impactStrong verbal and written communication skills to effectively communicate with GuideStone participants, as well as all levels of internal employees.

    Comprehensive ability to research and audit account transactions.
    Self-motivated and to complete projects with minimal supervision and guidance.
    Strong negotiation and mediation skills.
    Written composition skills capable of producing detailed explanation of complex processes and/or operations in understandable ways.
    Ability to locate, read, comprehend, and apply complex government regulations, laws, and documents.
    General working knowledge of NDT testing.

    A great deal of this position's duties involve coordination of work through others who do not report to this position.

    Thus, a high degree of interpersonal skills are required.
    This position requires a high degree of self-direction, effective persuasion of others and leveraging of resources.
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