401(k) Compliance Client Service Manager

Who We Are:At Sequoia, we partner with investor-backed companies of all sizes to help them achieve their business objectives through smarter management of people expenses. For over 24 years, we have been guiding innovative employers in navigating growth and maximizing their global human capital investments. Our expert advisory team and integrated platform empower clients to enhance business outcomes through comprehensive compensation and benefits strategies, improving executive decision-making, controlling costs, safeguarding the business, and elevating the overall employee experience. Discover more at Sequoia.com or connect with us on LinkedIn.Role Overview:As a 401(k) Compliance Client Service Manager, you will play a pivotal role in fostering and managing client relationships at both the strategic and administrative levels across Sequoia's key accounts. This position is divided into two main areas of responsibility:Client Service Management (50%):Develop and maintain strong client relationships with decision-makers and administrative staff.Conduct strategic analysis of retirement plans to align with client objectives and compliance standards.Collaborate with MEP vendors and other third-party partners to ensure seamless service delivery.Lead educational meetings for 401(k) participants to promote financial well-being and engagement.Proactively resolve administrative challenges, including payroll remittance issues.Provide timely and thoughtful support for participant inquiries and account-related concerns.Compliance Management (50%):Assist in the execution and validation of annual compliance testing (e.g., ADP/ACP, top-heavy coverage) to uphold plan integrity.Continuously update plan documents to reflect regulatory changes and client amendments.Monitor plan operations for adherence to ERISA, IRS, and DOL regulations.Support audit preparation and respond swiftly to compliance inquiries.Maintain accurate records within internal client databases and systems.

Join iT1, a premier national technology solutions provider based in Tempe, AZ, as our next Compliance Manager. Recognized as one of Arizona’s Best Places to Work for over a decade, we pride ourselves on our dynamic work environment and our commitment to excellence. As a Compliance Manager, you'll have the opportunity to engage with leading technology offerings and collaborate with some of the brightest minds in the industry.In this pivotal role, you will strategize, implement, and oversee compliance initiatives to guarantee adherence to regulatory, contractual, and industry standards. You will establish governance across security, privacy, and operational frameworks while supporting cross-functional teams in maintaining audit readiness, mitigating risks, and enforcing policy compliance. You will also manage the audit process with external auditors and third-party compliance assessors.

Join iT1, a premier national technology solutions provider, as a Client Success Manager (CSM) in Tempe, AZ! With over a decade of recognition as one of Arizona’s Best Places to Work, iT1 is known for its vibrant workplace culture and commitment to excellence. This role presents an exhilarating opportunity to further your career in IT consulting and managed services while collaborating with some of the industry's most talented engineers.The CSM is pivotal in delivering outstanding service to our clients. Acting as the primary liaison, you will work closely with clients to fulfill service needs, resolve challenges, and explore avenues to maximize the value of our offerings. Your proactive communication and coordination will be instrumental in fostering client satisfaction and long-term engagement.This position demands excellent problem-solving abilities, a keen client-oriented approach, and adeptness at juggling multiple priorities in a fast-paced environment. You will cultivate trusting relationships with stakeholders and align internal teams to ensure consistent service excellence while identifying additional service opportunities that resonate with client objectives.Your typical day will involve scheduled client meetings and data reviews, urgent issue resolution, managing various deadlines, and collaborating with internal teams—all while prioritizing the client experience.

Who We Are:Sequoia is a dynamic strategic partner dedicated to empowering investor-backed organizations of all sizes to realize their business objectives through optimized people spending. With over 24 years of experience, we have steered some of the most innovative companies in successfully managing growth and maximizing their global workforce investments. Our expert advisory team, combined with an integrated platform, enables clients to enhance business outcomes via comprehensive compensation and benefits strategies, improving executive decision-making, managing costs, safeguarding the business, and enriching the employee experience. Discover more at Sequoia.com or connect with us on LinkedIn.In our rapidly growing environment, we are seeking a Client Solutions Specialist (CSS) who will be instrumental in enhancing the client experience by deploying tailored system solutions that cater to each client's unique requirements.The CSS will oversee the implementation of various systems such as Time and Attendance and the PTO Request Module, ensuring a seamless and effective process. This role also involves project management in collaboration with the Client Experience Manager (CXM), Human Resource Business Partner (HRBP), and Payroll teams to ensure timely and accurate integration of client systems.Post-implementation, the CSS will serve as the primary knowledge resource, addressing inquiries from the CXM, HRBP, and Payroll teams. Additionally, the CSS will conduct ongoing internal and external training sessions and maintain the knowledge base. This position demands exceptional project management, a strong commitment to client service, and outstanding communication and interpersonal skills. The ideal candidate will embody and promote our culture in daily interactions with clients and colleagues.Engage with client representatives (C-Suite, VPs, Executives, Heads of People, etc.) to demonstrate system solutions, respond to inquiries, and develop an implementation timeline that outlines expectations, data requirements, and training schedules.Collaborate closely with Client Experience Managers, Onboarding Success Managers, Systems, Payroll, and HRBPs to ensure successful implementation of Time and Attendance, PTO, and other solutions for both current and new clients.Facilitate external client training sessions for employees, managers, and administrators.

Join our dynamic team at eoctebp as an Automotive Service Manager in Tempe, AZ. In this pivotal role, you will oversee service operations, ensuring customer satisfaction and team efficiency. You will lead a skilled team of technicians, manage service schedules, and maintain high standards of service delivery.Your leadership will drive our commitment to quality and innovation in the automotive service industry. If you have a passion for cars and a knack for leadership, this is the perfect opportunity for you!

About Wealth.com Wealth.com is an advanced planning platform serving a broad range of clients in wealth management. Trusted by major financial institutions, the company blends proprietary AI with deep technical expertise. Recent recognition includes: Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards 2024 Best Technology Provider in the Trust category Top estate planning market share in the 2025 Kitces AdvisorTech Study Wealth.com fosters a collaborative workplace, encourages innovation, and has been certified as a Great Place to Work for 2025. Role Overview: Client Support Team Lead Location: Hybrid (New York City, Tempe, or San Francisco) The Client Support Team Lead will build and guide a high-performing support team at one of the fastest-growing fintech platforms. This position goes beyond day-to-day management. The Team Lead will shape the support experience, develop team members, and redesign support processes using AI, automation, and data. The goal: move from reactive troubleshooting to proactive client success, ensuring support scales efficiently as Wealth.com grows. What You Will Do Design, implement, and manage the support infrastructure. This includes ticketing systems, routing logic, escalation paths, SLAs, and a tiered support structure. Systematize current processes and introduce new solutions as needed. Lead, mentor, and support Client Support Associates. Set clear performance goals, define career paths, and establish specialization tracks as the team grows. Shift the support approach from reactive to proactive. Use product instrumentation, analytics, and client feedback to improve the client experience.

Gen Digital serves nearly 500 million users across more than 150 countries, offering cybersecurity, online privacy, identity protection, and financial wellness solutions. Through brands such as Norton, Avast, LifeLock, and MoneyLion, the company aims to empower consumers and protect digital freedom. Gen Digital values diverse perspectives, ongoing learning, and collaboration, and supports employees with flexible work options, competitive pay, and comprehensive benefits. The culture encourages open debate, experimentation, and support for colleagues from all backgrounds. The Senior Compliance & Dispute Analyst position is based in Tempe, AZ and centers on safeguarding customer trust at MoneyLion, a Gen brand. This role manages complex investigations, ensures compliance with regulations, and contributes to improvements in dispute resolution and complaint handling. The work directly influences customer protection, process controls, and automation initiatives. Key Responsibilities Reg E Dispute and Chargeback Management: Oversee the entire Electronic Fund Transfer Act (EFTA) dispute and chargeback process. Ensure resolutions are timely and accurate, maintain audit-ready documentation, and focus on risk mitigation and regulatory compliance. Complaint Intelligence Reporting: Prepare and deliver monthly reports to Compliance and Customer Experience leadership. Analyze complaint trends, identify root causes, assess severity, and monitor risk patterns. Quality Assurance and Coaching: Collaborate with the QA team to review audits, spot checks, escalations, and complaints. Use insights to drive improvements in accuracy, consistency, and customer experience. Support a coaching framework that encourages learning and provides actionable feedback to agents involved in the dispute process.

About DialpadDialpad is a leading AI-driven customer communications platform, revolutionizing the way businesses engage with their customers. With over 50,000 companies worldwide, including industry giants like Netflix, RE/MAX, Uber, Randstad, and Tractor Supply, Dialpad empowers organizations to foster stronger customer relationships through real-time, AI-based insights. Discover more at dialpad.com.Join the Dialpad TeamAt Dialpad, you will collaborate with a dynamic team focused on our mission to help customers and their employees achieve remarkable success. We believe every conversation is significant, enhancing each interaction with a platform that delivers real-time insights and automation for our clientele.We thrive on continuous improvement, encouraging every team member to utilize cutting-edge AI to enhance our platform and individual capabilities. We seek ambitious individuals who exceed our high standards, embodying qualities essential to our success: Scrappy, Curious, Optimistic, Persistent, and Empathetic.Your RoleAs a Client Account Executive for Mid-Market at Dialpad, you will excel in providing top-notch strategic account management across a portfolio of existing clients while driving year-over-year revenue growth. Acting as a trusted consultant, you will illustrate the potential benefits of implementing additional offerings from the Dialpad product suite.Your responsibilities will include crafting and executing a sales strategy tailored to your client portfolio. You will be accountable for achieving or surpassing sales and revenue objectives, managing customer relationships, and ensuring exceptional customer satisfaction. Ultimately, you will ensure our customers are consistently realizing the value of their accounts, resulting in favorable outcomes for both the clients and Dialpad.

About Carvana Carvana has changed how people buy cars, focusing on speed, fairness, and a better customer experience. In just eight years, the company has grown nationwide, joined the New York Stock Exchange, sold over one million vehicles, and earned a place on the Fortune 500. More than four million retail customers have purchased cars from Carvana, making it the fastest-growing and most profitable public automotive retailer in the industry. The company continues to explore new opportunities in the automotive market. Carvana values adaptability, creative problem-solving, and high standards. Team members tackle meaningful challenges, learn quickly, and help shape the future of automotive retail. To hear directly from employees, visit this video. Location and Schedule This role is fully on-site, Monday through Friday, at Carvana's corporate headquarters in Tempe, Arizona. About the HR Operations Team and Role The HR Operations team provides support with HR policies, compliance, and employee relations. The team addresses employee and manager concerns, conducts investigations, and manages corrective actions, with a focus on I-9 and HR compliance processes. The Human Resources Operations Coordinator helps carry out a range of administrative tasks tied to I-9 and HR compliance. Strong attention to detail, organization, and a service mindset are key to keeping I-9 processes efficient and audit-ready. What You Will Do Serve as a subject matter expert for I-9 compliance, advising on complex citizenship and immigration status questions and maintaining readiness for ICE audits. Oversee daily I-9 workflows and completion for employees at the Tempe headquarters and across more than 400 field locations nationwide. Manage employment authorization document lifecycles, ensuring records are accurate and compliant.

About Us:At Sequoia, we are dedicated to empowering investor-backed companies of all sizes to optimize their human capital investments. With over 24 years of expertise, we have been guiding innovative employers through growth and maximizing their global people investments. Our expert advisory team and integrated platform enable clients to enhance their business outcomes through comprehensive compensation and benefits strategies, improving decision-making, controlling costs, safeguarding their business, and enhancing employee satisfaction. For more information, visit Sequoia.com or connect with us on LinkedIn.This role is located in Tempe, Arizona, and we will consider only candidates who are within a commutable distance to our Tempe office.Your Responsibilities:Oversee benefit service lines across multiple client accounts while efficiently addressing employee inquiries.Educate client employees on benefits, perks, retirement planning, Sequoia's technological tools, and more.Serve as a resource and advocate for employees dealing with claims management issues.Assist employees in navigating Sequoia’s three client web portals and mobile applications.Prepare quarterly reports and participate in client review meetings.Contribute to the development of the knowledge center and FAQs.Engage in process improvement initiatives as required.Qualifications:Bachelor's Degree.A minimum of 5 years of experience in a client service role.Strong passion for delivering outstanding client service.Demonstrated experience in a customer service environment managing multiple phone calls and high volumes of email inquiries.

About Us:Sequoia is a strategic partner dedicated to helping investor-backed companies of every size achieve their business objectives through smarter employee spending. With over 24 years of experience, we have been guiding innovative employers in navigating growth while maximizing their global investment in people. Our expert advisory team and integrated platform empower clients to drive significant business impact through their total compensation and benefits, enhance executive decision-making, control costs, protect the business, and elevate the overall employee experience. Discover more at Sequoia.com or connect with us on LinkedIn.Your Role:As a Platform Success Manager, you will be the key daily contact for our clients regarding all Sequoia-related inquiries, including benefits, systems, and HRIS. Your responsibilities will include:Acting as the primary daily guide for clients on all topics related to Sequoia, including benefits, systems, and HRIS.Educating clients on Sequoia’s offerings and tools to optimize their use.Promoting the adoption of Sequoia’s Compensation Operating System (Comp OS) through effective platform configuration and ongoing support.Delivering consulting, training, and project management to ensure client satisfaction and engagement.Proactively identifying and resolving issues to provide an outstanding client experience.Building trust with clients in a client-facing role to foster strong relationships and satisfaction.Collaborating within a dynamic, results-oriented team committed to industry leadership.

Public Storage is hiring a Customer Service Self Storage Manager in Tempe. This position plays a key part in the day-to-day operations of a self-storage facility, focusing on smooth facility management and attentive customer support. Role overview The Self Storage Manager oversees all aspects of facility operations. This includes assisting customers with their storage needs, handling inquiries, and ensuring that each guest receives prompt and courteous service. The manager is responsible for maintaining a clean and organized site and for upholding company policies throughout daily activities. What you will do Support customers by answering questions and helping with rentals Monitor and manage storage spaces to keep the facility running efficiently Represent Public Storage as the main point of contact for visitors and tenants Maintain high standards of service and facility appearance Requirements Strong communication and customer service skills Ability to manage daily facility operations Professional and reliable approach to customer interactions

Estate Planning Attorney – Client-Focused Advisory RoleScottdale and Tempe, Arizona | $125,000–$150,000 Base + BonusJoin a prestigious boutique estate planning firm that boasts a robust client base and offers a clear path for professional growth.Soto Law Firm is in search of a dedicated and proactive estate planning attorney with a minimum of one year of relevant experience, who is eager to advance in a collaborative, client-centric environment.This position is perfect for an attorney who possesses a solid understanding of estate planning principles and is enthusiastic about enhancing their knowledge, establishing a long-term career, and becoming a trusted advisor for clients in a highly personalized, relationship-driven practice.About the RoleThis is primarily a client-facing position within our boutique estate planning practice. While you will continue to strengthen your technical foundation, the primary focus of this role is to provide counsel to clients, guide planning decisions, and manage cases from initial consultation through to final signing.Some candidates may already have substantial client-facing experience, while others may be prepared to fully embrace this role. We welcome both profiles as long as the candidate exhibits excellent communication skills, sound judgment, and a commitment to exceptional client service.In this role, you will:Engage directly with clients in a supportive and collaborative environmentLead estate planning matters from the initial consultation to executionContinue to refine your technical knowledge and drafting skills as neededManage cases holistically, overseeing the process from intake to executionCollaborate with experienced paralegals who will assist with drafting, allowing you to focus on strategy, communication, and client relationshipsOur firm enjoys a consistent and reliable client flow. This position is centered on delivering exceptional service and high-quality planning — without the pressure of business development quotas. While generating new business is appreciated, it is not a requirement.RequirementsWhat We’re Looking ForA minimum of one year of estate planning or related experienceA strong understanding of the structure and purpose of essential estate planning documentsComfort in client interactions and the ability to build rapportClear and professional communication skillsA sense of ownership over work and reliable follow-throughA appreciation for mentorship and collaborative practiceA genuine interest in establishing a long-term professional commitmentWe are not looking for someone to fill a purely back-office drafting role or a temporary position. We seek an individual who aspires to evolve as a trusted advisor within a stable boutique practice.Growth & Long-Term OpportunitySoto Law Firm is dedicated to nurturing attorneys who wish to cultivate a lasting career in estate planning. As the firm evolves, there will be ample opportunities for professional development.

Join our dynamic team at Public Storage as a Part-Time Customer Service Self Storage Manager. In this role, you will be the face of our company, providing exceptional service to our customers and ensuring that our facility runs smoothly. Your responsibilities will include managing daily operations, assisting customers with their storage needs, and maintaining the cleanliness and security of the property.

About Systrends Systrends develops regulatory compliance software for U.S. energy companies, supporting their mandatory reporting to the Federal Energy Regulatory Commission (FERC). Hundreds of major energy organizations, including grid operators, utilities, pipelines, and legal firms, depend on Systrends to manage thousands of filings every year. Our team combines deep regulatory knowledge with attentive customer support, helping clients maintain critical compliance workflows. With a 99% retention rate, 93% customer satisfaction, and an 84 Net Promoter Score, we build lasting partnerships rather than simple vendor relationships. As FERC updates reporting standards and increases structured data requirements, Systrends is building a unified platform to simplify regulatory compliance for the energy sector. We’re looking for people who understand the regulatory landscape to help shape this new solution and support customers through ongoing changes. Learn more about Systrends in our recent press releases: Investment from Bristlecone Companies, April Brady Joins as CEO, Systrends Acquires HData Compliance, and Brooke Schupbach Joins as CSM. Role Overview: Customer Success Manager Systrends is hiring a Customer Success Manager in Tempe, AZ, to oversee relationships with customers using our eTariff, EQR, and MBR applications. This is a key position for someone with significant FERC regulatory experience who wants to influence the next generation of compliance software. What You Will Do Manage customer relationships, acting as a primary point of contact for regulated entities using Systrends’ applications Apply firsthand experience with FERC compliance workflows to support customers and ensure their success Gather insights from customer interactions and communicate feedback to product teams Help shape the evolution of Systrends’ unified compliance platform Who Should Apply Individuals with deep knowledge of FERC regulations and compliance processes Those who have worked within regulated entities and understand their operational needs People interested in moving from compliance execution to influencing software and supporting peers in the industry

Public Storage seeks a Customer Service Representative - Self Storage Manager for its Tempe location. This role centers on supporting customers with their storage needs and ensuring the facility runs smoothly each day. Key Responsibilities Assist customers with questions about storage units, rental processes, and account information Respond to inquiries in person, over the phone, and online Maintain the appearance and general upkeep of the storage facility Work to provide a positive experience for every customer Requirements Clear communication and strong problem-solving abilities Comfort working with customers as well as handling tasks independently Ability to stay organized and manage responsibilities in a busy environment Genuine interest in helping people and improving their experience

SimonMed Imaging seeks a Patient Service Specialist based in Tempe, Arizona. This position welcomes patients as they arrive and assists with imaging appointment needs. Role overview The Patient Service Specialist acts as the initial point of contact for patients. Responsibilities include greeting visitors and providing support throughout the appointment process. Attention to detail and a helpful attitude are important in this role. What you will do Greet patients upon arrival at the imaging center Assist patients with check-in and appointment procedures Support a positive patient experience by offering attentive service

MSX International seeks a Field Service Consultant to join the team in Tempe. This position centers on supporting automotive industry clients by delivering dependable service and practical solutions. Success in this role relies on strong communication and the ability to solve problems effectively. Key Responsibilities Provide on-site service and support for automotive clients Collaborate with client teams to resolve issues and achieve targets Maintain clear, professional communication with all stakeholders Requirements Background in client service, preferably in the automotive field Excellent communication and problem-solving skills Drive to support clients in reaching their objectives

About Us:At Sequoia, we are dedicated to empowering investor-backed companies of all sizes to reach their business objectives through strategic people management. With over 24 years of experience, we have been the trusted partner for innovative employers, guiding them through growth and optimizing their global workforce investments. Our expert advisory team and integrated platform enable clients to enhance business performance through total compensation and benefits strategies, improving decision-making, controlling costs, safeguarding their business, and enhancing the employee experience. Discover more about us at Sequoia.com or connect with us on LinkedIn.Role Overview:As a Payroll Specialist at Sequoia One, you will play a vital role in our operations, serving as a key contact for our clients. Your responsibilities will include processing payroll data accurately and on time while managing multiple client accounts.Ensure timely and accurate payroll processing in line with deadlines.Maintain payroll records for clients and employees.Communicate effectively with clients to address inquiries and resolve issues.Collaborate with various vendors, including time and attendance and payroll/HRIS systems.Develop and maintain documentation for process workflows.Assist with quarterly and year-end procedures, including tax returns and W-2 filing.Uphold Sequoia's commitment to exceptional client service.Provide updates to management on program implementations and accountability metrics.Our Culture - Our Greatest AssetIntegrityCommitment to ServiceInnovationGrowth-Oriented MindsetCaring AttitudePromise-Centric FocusRelationship BuildingSequoia is an equal opportunity employer, welcoming individuals from diverse backgrounds to apply.

About Us:At Sequoia, we are dedicated to empowering investor-backed organizations of various sizes to maximize their business potential through intelligent management of their workforce expenditures. With 24 years of experience, we have assisted some of the most pioneering employers in navigating their growth trajectories and optimizing their global workforce investments. Our expert advisory team, complemented by an integrated platform, equips clients to enhance business outcomes through innovative compensation and benefits strategies, thereby enhancing executive decision-making, managing costs effectively, safeguarding their business, and enriching the employee experience. For more information, visit Sequoia.com or connect with us on LinkedIn.Your Opportunity with Sequoia:As a Platform Success Coordinator, you will be instrumental in providing support to our platform users and internal teams. You will serve as the primary resource for troubleshooting, onboarding administrators, and processing updates, ensuring that every interaction is conducted seamlessly and efficiently. Your contributions will help foster operational excellence and nurture a positive, solution-oriented workplace culture.Key Responsibilities:Efficiently manage and process Administrator Forms with accuracy.Oversee rehire processes to ensure smooth transitions for returning employees.Timely reactivate employees returning from Leave of Absence (LOA).Provide straightforward troubleshooting support, including resolving login issues and other basic technical challenges.Monitor and notify clients of important updates through handbook alerts.Handle direct deposit email communications with confidentiality and precision.Process changes in start dates and communicate updates to relevant stakeholders.Manage daily case queues to ensure items are triaged, assigned, and resolved within established service level agreements (SLAs).· Support various ad-hoc operational and tactical needs as they arise.