Job Description

The Tech Business Consultant (Client Service Manager) is responsible for the end-to-end administration, operational execution, and client servicing of Executive Deferred Compensation (EDC) plans. This is a highly detail-oriented, operations-driven role focused on accurate and timely recordkeeping across all facets of plan administration, including transaction processing, data management, and reconciliation activities.

In addition to core operational responsibilities, the role serves as the primary relationship manager for plan administrators, ensuring clear communication and effective issue resolution. The position requires strong ownership, attention to detail, and the ability to operate independently in a high-accountability environment with periodic peak workload demands.

The ideal candidate combines deep operational expertise, technical proficiency, and client-facing professionalism to deliver an exceptional service experience while maintaining full accountability for plan accuracy and execution.

Key Responsibilities

Plan Administration & Recordkeeping

• Maintain full ownership of EDC plan recordkeeping activities, including:
  • Payroll processing and contribution reconciliation
  • Investment option updates and changes
  • Dividend posting and reconciliation
  • Participant data updates and account maintenance
  • Statement generation and distribution
  • Processing participant distributions
• Ensure all transactions are processed accurately, timely, and in compliance with plan provisions and applicable guidelines
• Monitor plan activity and proactively identify discrepancies or issues

Client Relationship Management

• Serve as the primary point of contact for EDC plan administrators via phone and email
• Build and maintain strong relationships through proactive communication and high-quality service delivery
• Take full ownership of the client experience, ensuring inquiries and issues are resolved efficiently and professionally
• Provide guidance and education to clients on plan operations and best practices

Systems & Vendor Coordination (ADP GPT)

• Act as the primary liaison to ADP GPT, partnering on:
  • System releases and enhancements
  • Issue resolution and defect tracking
  • Ongoing system monitoring and reporting
• Identify, escalate, and track system-related issues through resolution
• Participate in testing and validation of system updates

Training & Team Support

• Train frontline participant service team members on EDC plan processes and best practices
• Develop and maintain clear, detailed operational documentation
• Serve as a subject matter expert (SME) for complex plan and operational inquiries

Operational Support & Readiness

• Participate in periodic operational activities, including:
  • System releases
  • Disaster recovery testing
• Ensure readiness and continuity for critical business processes

Qualifications

Required Qualifications

• Bachelor’s degree preferred, or combination of education and experience
• Background in client service, financial services operations, or benefits administration
• Strong organizational, prioritization, and problem-solving skills
• High attention to detail and accuracy
• Ability to work independently with full ownership and accountability
• Professional communication skills with a strong client-facing mindset
• Proficiency in Microsoft Office Suite, including Access, Excel, Outlook, and Word, with a strong emphasis on Excel and Access
• Availability to work extended hours during peak periods, including month-end processing and the month of January
• Ability to work outside of standard business hours as needed, including occasional weekends and early mornings

Preferred Experience & Education

• Experience supporting Executive Deferred Compensation (EDC) or other nonqualified plans
• Post-graduate degree (MBA) a plus
• Nonqualified Plan Consultant (NQPC™) certification preferred
• SHRM certification (e.g., SHRM-CP or SHRM-SCP) a plus