RPS Client Service Manager

Build Your Future Here:

Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well, you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals.

Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation celebrated its 20th anniversary in 2023, donating over $7 million to local organizations since its inception.

We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank:

• American Banker Best Banks to Work For in 2021, 2022, and 2023
• Top Workplaces USA national award in 2022, 2023, and 2024
• Newsweek's America's Best Banks 2023, and 2024
• Newsweek's America's Greatest Workplaces for Women 2025
• U.S. News & World Report's Best Companies to Work For in Banking and in the Midwest 2024-2025

At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs such as student loan and tuition paydown/reimbursement, paid vacation, and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/

Our associates are each accountable for living the culture and values of the organization. This includes ensuring actions and behaviors create a positive and collaborative work environment, always acting with integrity and professionalism and providing extraordinary customer service. Our goal is for you to be successful; to that end being reliable in terms of ensuring you are at work on time and work your schedule as well as actively pursuing your performance objectives, will be fundamental in your contributing to the teams' success as well as the organization.

Job Purpose:

This position will provide day to day support to plan Sponsors to ensure compliance with ERISA rules and regulations for the plan. Will keep Plan Sponsors, Sales Team and Financial Advisors (FA) informed of new regulations and plan issues, oversee compliance and testing for the plans. Research issues and suggest changes to plan design as needed. Will support plan audits. Will work as part of a support team focused on exceptional client service and act as a mentor to other team members for training and support. Remote work opportunities would be considered with this role.

Job Duties:

• Responsible for completing quarterly Sponsor check in calls for your assigned accounts.
• Will be primary Sponsor contact to initiate all activities for plans.
• Process fund change letters semi-annual or as needed.
• Will be responsible for communicating with Financial Advisors in regard to contacts and plan changes.
• Responsible for document changes that are IRS required or Ad-Hoc requests.
• Will be responsible for problem solving and researching to ensure plans are compliant.
• Review end of year Profit sharing calculations
• Will act as the point of contact to ensure timely completion of required and requested items by Financial Advisors.
• Responsible for being the lead and contact person for plan audits.
• Will be responsible for mailing all marketing items required to Plan Sponsor and participants based upon account needs.
• Will manage annual notice process for your book of accounts.
• Request from Client and manage annual census data collection
• Manage timely filing of required government reports such as 5500
• Responsible for coordinating, scheduling and assisting Financial Advisor with participant enrollment or annual meetings.
• Will support Sales Team by completing the following tasks:
• Plan On-Boarding
• Fee Analysis for new plans
• Create and supply documents for Clients as needed
• Will provide backup support of other Relationship Managers as needed.
• Will complete InvestorsView Reg R reviews for assigned accounts

Operations Duties:

• Will be responsible for processing manual payrolls in the system.
• Will be responsible for Processing deposits and special requests for Balanced Forward plans and Union accounts
• Responsible for Annual Fee Tier review for your assigned plans.
• Will perform special projects as assigned.

Education, Experience and Job Skills:

• Associate's degree in business or equivalent work experience required. Bachelor's degree preferred.
• Five years of experience working in a financial services environment.
• Advanced Word, Excel, PowerPoint software and experience at adapting those to particular support needs is required.
• Must consistently produce work with a very high degree of accuracy.
• Flexible in changing priorities and working on multiple projects at once.
• Ability to prioritize work in a multi-task environment is essential.
• Resourceful in finding information and solutions, and able to think ahead to next steps.
• Must possess strong interpersonal, and communication skills, especially over the telephone.
• Must be able to maintain positive experience for clients, and associates, regardless of workload.
• Self-motivated individual with effective office Administration skills
• Maintain basic knowledge of retirement plan technical, legal, and regulatory topics.
• Team player.

Basis Qualifications:

• Associate's degree in business or equivalent work experience required.
• Five years of experience working in a financial services environment.

Equal Opportunity Employer M/F/Disabled/Vet;
If you are unable to complete this application due to a disability, contact humanresources@pebo.com to ask for an accommodation, alternative application process, or other inquiries.