Client Support Manager - Retirement Plan Services

About the role

The National Bank of Indianapolis is seeking a Client Support Manager to join their Retirement Plan Services (RPS) team. This role involves daily transaction activity and high-touch client support, working collaboratively to ensure accuracy, compliance, and an exceptional client experience.

Responsibilities

• 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.
• Aid in 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.
• Aid in 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.

Requirements

• A 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.
• A high attention to detail and accuracy.
• Team-oriented with a strong work ethic.
• Proficiency in Microsoft Word, Excel, and standard office applications.

Qualifications

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.

Skills

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.

Benefits

Hourly Wage. The National Bank of Indianapolis is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of, and will not be discriminated against on the basis of race, color, sex (including pregnancy), sexual orientation, gender identity, religion, national origin, age, veteran status, disability, genetic information, or other bases as protected by local, state, or federal law. The National Bank of Indianapolis participates in E-Verify, a federal program that verifies the employment eligibility of newly hired employees.

Pay

Hourly Wage.

Schedule

N/A.