Department: Pension Compliance and Administration

Reports To: Pension Administration Manager
Location: Lee’s Summit, MO
Job Type: Full-Time

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ABOUT US 

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Omnia Executive is a Third Party Administrator (TPA) specializing in retirement plan consulting and administration. We partner with employers, financial advisors, and recordkeepers to deliver personalized, compliant, and cost-effective retirement plan solutions. Our team is dedicated to exceptional service, technical expertise, and long-term relationships.

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POSITION SUMMARY 

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The Client Service Representative (CSR) serves as the primary liaison between our firm and our clients. This role is responsible for providing timely, accurate, and professional support to plan sponsors, financial advisors, and internal teams. The ideal candidate will be highly organized, client-focused, and have an understanding of retirement plans (401(k), profit sharing, defined benefit, etc.).

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KEY RESPONSIBILITIES

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• Serve as the main point of contact for assigned clients, building strong relationships through consistent communication and responsiveness

• Coordinate with internal teams to ensure timely and accurate delivery of plan administration services, compliance testing, and reporting

• Assist clients with day-to-day questions related to plan operations, contributions, distributions, loans, and plan design

• Support onboarding of new clients, including data gathering, plan setup, and transition from prior providers

• Maintain and update client records and documentation in CRM and administrative systems

• Monitor deadlines and deliverables to ensure regulatory and service level requirements are met

• Educate and guide clients through regulatory updates, plan amendments, and best practices

• Collaborate with external partners such as recordkeepers, investment advisors, and CPAs

• Escalate complex issues to senior administrators or management as needed

 

QUALIFICATIONS

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• Bachelor’s degree or equivalent experience in business, finance, or related field

• 2+ years of experience in a client service, retirement plan administration, or financial services role (TPA experience preferred)

• Knowledge of qualified retirement plans (401(k), profit sharing, safe harbor, etc.) and IRS/DOL regulations

• Strong interpersonal and communication skills, both written and verbal

• High attention to detail and ability to manage multiple priorities

• Proficiency with Microsoft Office (Excel, Outlook, Word); experience with retirement plan software a plus

• Ability to work independently as well as collaboratively in a team environment

 

PREFERRED QUALIFICATIONS

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• ASPPA, NIPA, or other industry certification(s)

• Experience working with multiple employer plans or complex plan designs

• Prior use of recordkeeping platforms or CRM systems

 

BENEFITS

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• Health, dental, and vision insurance

• 401(k) with employer contribution

• Paid time off and holidays

• Eligibility for bonuses and sales incentives 

• Continuing education and professional development support

• Salary is negotiable based on level of experience

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