Senior Client Service Manager, Personal Choice Retirement Accounts

Location: Hybrid, with on-site work four days per week in Westlake, TX; Richfield, OH; or Omaha, NE. Approximately 5–10% travel is required. Applicants must be authorized to work full-time in the United States without employer sponsorship.

Salary: USD $33.65–$43.27 per hour, plus potential bonus or incentive opportunities.

Company

hirify.global provides retirement and health savings brokerage solutions through PCRA and HSBA platforms and serves employers and their employees through partner organizations.

What you will do

• Lead service relationships with premier clients and act as the primary contact for retirement plan providers and internal partners.
• Manage daily PCRA and HSBA client needs, including account management, account transfers, money movement, file transfers, and trading resolution.
• Coordinate complex client issues across Service, Operations, Trading, and other business partners through successful resolution.
• Serve as a subject matter expert on the PCIS product and service suite and explain solutions to clients and internal partners.
• Prepare and deliver client meetings and presentations, conduct research and analysis, and support projects and service enhancements.
• Follow compliance, risk, corporate, and industry procedures while maintaining service standards and mitigating risk.

Requirements

• 5+ years of experience, preferably in financial services involving brokerage, employer-sponsored retirement plans, employee benefits, TPAs, or recordkeeping.
• 3+ years of client-facing experience, preferably with employer-sponsored retirement plans.
• Bachelor's degree or equivalent experience.
• Digital proficiency with MS Word, Excel, internet research, database systems, email, and multiple applications.
• Strong client service, interpersonal, verbal, written communication, analytical, organizational, and follow-up skills.
• Ability to lead client and internal partner meetings, prioritize complex work, exercise sound judgment, and operate with minimal supervision.

Culture & Benefits

• Regular in-person collaboration combined with workplace flexibility.
• 401(k) with company match and employee stock purchase plan.
• Health, dental, vision, paid vacation, paid volunteering time, and paid parental leave.
• Tuition reimbursement and family-building benefits.
• Eligible employees may receive a 28-day sabbatical after every five years of service.