Entry Level Implementation Project Mgr / Client Support
The Entry Level Implementation Project Manager at Confidential Client serves as the primary client contact responsible for managing the end-to-end implementation and transition of retirement services projects. This role coordinates multiple internal and external stakeholders to ensure successful plan conversions, compliance with regulatory requirements, and seamless client onboarding. The position demands strong communication, project management, and problem-solving skills to deliver high-quality client service and support.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
Confidential Client is seeking an entry-level Implementation Project Manager / Client Support specialist to be the primary client owner and single point of contact for plan implementation and M&A conversions from point of sale through transition to ongoing Client Services.
- Project-manage cross-functional activity (internal teams, clients, financial advisors, prior recordkeepers) to ensure successful implementations.
- Conduct welcome calls and walk clients through the implementation timeline and required client actions.
- Coordinate prior recordkeeper notifications and obtain liquidation dates.
- Prepare and distribute blackout notices and explain participant communication responsibilities.
- Manage transfers of plan assets and participant records by communicating with client providers and internal teams.
- Schedule and run Payroll Input calls to review deduction entry and compliance coding.
- Work with clients and internal teams to resolve missing or inconsistent data necessary for conversion.
- Prepare conversion communications and documentation following department standards; ensure smooth handoff to Client Services.
- Review conversion data and records prior to production go-live; obtain client approvals as needed.
- Advise clients and internal partners on non-standard issues including restricted investments, in-kind transfers, brokerage setup, special blackout notifications, and exception processes.
- Participate on team projects, research issues, and share findings with colleagues.
- Perform other duties as assigned.
Key Client Account Manager Areas
- Serve as the key client contact during implementation from sale to Client Services transition.
- Monitor and communicate conversion status regularly to clients, sales, and financial advisors.
- Evaluate issues using 401(k) product and regulatory knowledge; recommend solutions and consult on exceptions.
- Deliver and review mid-market prototype adoption documents and confirm plan setup aligns with regulatory and system constraints.
- Handle conversion complexities such as service calculations, loan combinations, investment mapping, and deferral percentages.
Qualifications
- Bachelor’s degree or equivalent experience.
- 1–3 years of directly related experience (project coordination, client support, retirement services, or recordkeeping experience preferred).
- Strong oral and written communication skills.
- Ability to influence, prioritize, adapt, and multi-task effectively.
- Able to apply recordkeeping and regulatory concepts and methodologies.
- This is a non-exempt/hourly position; willingness to work occasional overtime is preferred.
- Hybrid work arrangement (as indicated by the hiring team).
Compensation & Location
- Estimated pay: $62,500 per year (estimated).
- Location: Strathmoor Manor, KY — This role is based in the Strathmoor Manor, KY area and may include hybrid on-site requirements.
About the Industry
This opening is within Accounting & Finance supporting retirement services and recordkeeping implementations. You will work with plan sponsors, financial advisors, and recordkeepers to execute retirement plan conversions and ensure regulatory compliance.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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