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The National Bank of Indianapolis

Client Support Manager - Retirement Plan Services

Indianapolis, IN, USPosted 3 months ago
hybrid

Job Description

Are you detail-oriented, service-driven, and experienced in supporting retirement plan clients? The National Bank of Indianapolis is seeking a Client Support Manager to join our Retirement Plan Services (RPS) team. In this role, you’ll be responsible for daily transaction activity and high-touch client support working collaboratively to ensure accuracy, compliance, and an exceptional client experience. How You'll Contribute Build and maintain strong relationships with internal and external clients through regular, professional communication aligned with the Bank’s Culture of Excellence. Respond promptly and effectively to client questions, requests, and concerns, both written and verbal, partnering with colleagues across departments as needed. Assist with retirement plan account set-ups, conversions, and ongoing maintenance. Process daily transactions for RPS accounts, including payroll contributions, participant distributions (recurring and one-time), and loan requests, ensuring accuracy, timeliness, and compliance. Perform reconciliations between outside investment manager statements and internal trust asset records. Support client communications and provide administrative assistance for participant and client inquiries. Assist with the preparation of client and participant presentations, as well as proposals for prospective clients. Provide logistical and administrative support for client meetings and luncheons, as directed. Participate in Wealth Management committees and special projects, as assigned. What You'll Bring High school diploma or equivalent required; bachelor’s coursework or degree preferred. Minimum of two years of experience in an administrative role supporting client service professionals Direct experience with employee retirement plans preferred Excellent interpersonal skills with a high degree of professionalism Strong written and verbal communication skills with a customer-first mindset Proven reliability and ability to work independently with minimal supervision Strong organizational, time management, and prioritization skills High attention to detail and accuracy Team-oriented with a strong work ethic Proficiency in Microsoft Word, Excel, and standard office applications
Client Support Manager - Retirement Plan Services at The National Bank of Indianapolis | Renata