Senior Consultant - 401(k) Client Service Manager

Aon
Chicago
Workplace: HybridFull timeUSD 100,000 - 140,000 annuallyFunction: Consulting & AdvisoryExperience: 10+ yearsEducation: bachelorsSkills: ["Client service","Communication","Analytical thinking","Critical thinking","Time management"]

Own service delivery for a portfolio of large, complex 401(k) plan clients under the Aon Pooled Employer Plan. Serve as the primary client contact and advisor, building trusted relationships and ensuring timely, accurate, proactive plan administration. Use advanced analytics to interpret payroll and plan data, perform 401(k) calculations, troubleshoot issues, and coordinate remediation. Provide consultative guidance on plan design, legislative changes, and compliance while managing multiple concurrent client deliverables.

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FursaFursa
Aon
Aon
17 hours ago

Senior Consultant - 401(k) Client Service Manager

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Job Summary

Own service delivery for a portfolio of large, complex 401(k) plan clients under the Aon Pooled Employer Plan. Serve as the primary client contact and advisor, building trusted relationships and ensuring timely, accurate, proactive plan administration. Use advanced analytics to interpret payroll and plan data, perform 401(k) calculations, troubleshoot issues, and coordinate remediation. Provide consultative guidance on plan design, legislative changes, and compliance while managing multiple concurrent client deliverables.
Location: Chicago
Workplace: Hybrid
Employment Type: Full time
Job Function: Consulting & Advisory
Seniority: Mid level

Key Responsibilities

  • •Serve as the primary contact and account executive for a portfolio of large, complex 401(k) clients, delivering agreed-upon services.
  • •Analyze and interpret complex plan data (payroll accuracy, contribution calculations, compliance/testing results) and perform complex 401(k) calculations.
  • •Research operational or administrative issues, determine root causes, coordinate with partners, and develop remediation plans.
  • •Provide consultative support on plan design and enhancements, educate clients on legislative/regulatory changes, and translate technical concepts into clear communications.
  • •Manage multiple concurrent client projects and deliverables; may delegate and peer-review work across a team of Client Service Analysts.

Pay and Benefits

Salary: USD 100,000 - 140,000 annually
Perks:401kHealth InsuranceDentalVisionPaid Leave

Key Requirements

  • •At least 10 years of experience in retirement consulting, plan management, and/or client service within the 401(k) industry.
  • •Proven responsibility for a book of complex, large-plan 401(k) clients (focused on $500M–$1B AUM and 3,000+ plan participants).
  • •Experience serving as the primary point of contact for plan sponsors, committees, and advisors.
  • •Expertise in 401(k) plan design, administration, and compliance, including performing complex 401(k) calculations.
  • •Advanced Excel skills for large census and payroll datasets, with strong critical thinking and problem-solving to research and resolve issues.
Experience:10+ years401(k)Retirement consultingDefined contributionRetirement plans
Education:Bachelor's
Skills:Client serviceCommunicationAnalytical thinkingCritical thinkingTime management
Languages:English
Tech Stack:ExcelPivot tables

Company Brief

Aon
Global professional services firm providing risk, retirement, human resources, and insurance brokerage solutions to clients worldwide, including consulting, reinsurance, and data-driven risk management services.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1982
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