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DATE ADDED: Thu 27/09/2018

Sr. 401K Client Service Manager

Denver, USA


Job Description


  • Accountable for the proactive and consultative delivery of LT Trust services while exceeding established Service Level Agreements (SLA’s).

  • Responsible for the overall client relationship experience, including building and maintaining strong relationships with plan sponsors, advisors, and TPAs.

  • Monitor all plan administration functions (Plan Amendments, Tax Reporting and Compliance) while ensuring recordkeeping processes are executed with quality and accuracy, on-time ever time.

  • Provide training assistance to Advisors, Plan Sponsors, and or TPA Partners (payroll submission, fund changes, loan and distribution processing, compliance testing, etc.).

  • Participate in Advisor / Client conference calls and or meetings as needed.

  • Research complex and sensitive service inquiries while seeing them to their resolution.

  • Ensure ongoing adherence to company polices and regulatory guidelines.

  • Help streamline, develop and implement new departmental policies/procedures, workflows, and service enhancements when directed.

  • Effectively and efficiently respond, manage and accurately manage AST e-mail queues and phone inquiries.

  • All other duties as assigned

Qualifications Required

  • Bachelor's degree or an equivalent combination of education and 8 years relevant experience

  • Minimum of 5 years of 401(k) /defined contribution plan recordkeeping experience in a client facing role.

  • Demonstrated experience handling relationships with participants, advisors, Plan Sponsors, or TPAs.

  • Knowledge of ERISA Regulations and the applicable Internal Revenue Code is required

  • SunGard Relius Administration experience preferred

  • Advanced knowledge of Microsoft Excel and Outlook and basic knowledge of Power Point is required

  • Must have strong written and verbal communication skills

  • Capable to relate the customer needs to other team members and leadership


About LT Trust Company

LT Trust Company is a privately held, rapidly growing 401(k) recordkeeping and administration firm headquartered in Denver, Colorado. We offer a true open architecture 401(k) platform that gives advisors and plan sponsors the ability to choose the best of breed investments from any fund family with very competitive fees. In response to an influx of new business, LT Trust is looking to expand our team by hiring talented individuals that can provide excellent service to our clients.


  • Market competitive salary

  • Eight paid holidays and 25 PTO days annually

  • Comprehensive medical and dental insurance plans

  • 401(k) plan with 3% Non-Elective Safe Harbor Contribution

  • Business casual dress

  • Convenient downtown office location accessible by company provided RTD Eco Pass (Busses and Light Rail)

  • A fun, hard-working atmosphere

  • Opportunities for career advancement

Role: Sr. 401k Client Service Manager
Job Type:
Location: Denver,

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