Client Service Manager, 401(k)

San Mateo, CA
Client Service, 401(k)
The 401(k) Client Service Manager will be responsible for providing consultative support to develop and maintain relationships with Sequoia’s key accounts.

What You Get To Do

    • Manage and maintain 401(k) client relationships at decision-making and administrative levels
    • Strategic analysis of client retirement plans
    • Conduct 401(k) participant education meetings
    • Schedule and facilitate client meetings
    • Oversee annual plan compliance requirements for all clients
    • Correspond with 401(k) vendors
    • Assist clients with resolving administrative issues (i.e. payroll remittance)
    • Assist participants with account questions
    • Maintain internal client database and filing system
    • Draft and proofread complex documents


    • 5+ years client service experience in the financial industry
    • Ability to interface effectively with others and build strong relationships at all levels within a corporate organization
    • Strong written and oral communication, organizational and administrative skills
    • Working knowledge of 401(k) laws and regulations and/or financial services and mutual funds
    • Solutions-oriented team player who demonstrates integrity in all interactions
    • Detail and process-oriented with strong analytical skills
    • Ability to handle multiple projects simultaneously in a deadline-driven environment
    • Proficient in Word, Excel, and PowerPoint
    • Series 6, 63, and/or 65 licensed a plus, but can be completed once hired
    • Bachelor’s Degree required
Sequoia’s Culture – Our most important asset:

Passion for service
Growth oriented
Caring for others
Focused on relationship building

Compensation & Benefits

Sequoia provides competitive compensation including base salary, performance based bonus programs, and comprehensive benefits package including 401(k) matching.