Sr Client Service Manager
About the position
Responsibilities
• Establish and maintain effective relationships with Retirement plan clients to ensure growth in retirement savings and profitability.
• Partner with retirement plan service representatives and marketers to enhance relationships between customers and the Company.
• Independently deliver accurate and timely retirement plan administrative and marketing services.
• Communicate optimally with internal and external customers, identifying their expectations and developing strong working relationships.
• Conduct meetings with customers, Retirement plan service representatives, marketers, CPAs, and attorneys, representing the company with integrity.
• Market company products and services supporting multiple product lines, building and retaining customer relationships and assets.
• Maintain/exceed profitability goals by focusing marketing efforts on the most profitable customers.
• Collaborate with clients and advisors on best practice solutions for efficient service delivery.
• Anticipate and research unusual or sophisticated situations independently, using creativity and problem-solving skills to retain clients and resolve issues.
• Negotiate and implement solutions to meet customer and business unit goals, providing timely information and feedback to customers and management.
• Manage Retirement plan services for assigned customers, assisting with sophisticated plan administration and compliance.
• Assist with the training and mentoring of personnel on Retirement services, serving as a role model and subject matter expert.
Requirements
• Bachelor's degree or equivalent experience, plus 8+ years related experience.
• Experience working within the retirement industry.
• Experience with Taft Hartley Union plans is helpful.
• Strong written and verbal communication skills.
• Interpersonal, basic math, organizational, reading comprehension, interpretation, negotiation, analytical, and problem-solving skills.
• Extensive knowledge of plan and contract documents, manuals, procedures, and company products and services.
• Advanced business unit knowledge and technical skills, including knowledge of all products, regulations, and laws.
• Ability to balance working independently with working in a team environment.
• Basic understanding of accounting and recordkeeping systems and PC applications.
• Ability to coordinate a large volume of customer activities.
Nice-to-haves
• Experience with Taft Hartley Union plans is helpful.
Benefits
• Flexible Time Off (FTO) for salaried employees, allowing paid time away from the office for vacation, personal, or short-term illness.
• Pension eligibility.
Apply Now
Apply Now
Responsibilities
• Establish and maintain effective relationships with Retirement plan clients to ensure growth in retirement savings and profitability.
• Partner with retirement plan service representatives and marketers to enhance relationships between customers and the Company.
• Independently deliver accurate and timely retirement plan administrative and marketing services.
• Communicate optimally with internal and external customers, identifying their expectations and developing strong working relationships.
• Conduct meetings with customers, Retirement plan service representatives, marketers, CPAs, and attorneys, representing the company with integrity.
• Market company products and services supporting multiple product lines, building and retaining customer relationships and assets.
• Maintain/exceed profitability goals by focusing marketing efforts on the most profitable customers.
• Collaborate with clients and advisors on best practice solutions for efficient service delivery.
• Anticipate and research unusual or sophisticated situations independently, using creativity and problem-solving skills to retain clients and resolve issues.
• Negotiate and implement solutions to meet customer and business unit goals, providing timely information and feedback to customers and management.
• Manage Retirement plan services for assigned customers, assisting with sophisticated plan administration and compliance.
• Assist with the training and mentoring of personnel on Retirement services, serving as a role model and subject matter expert.
Requirements
• Bachelor's degree or equivalent experience, plus 8+ years related experience.
• Experience working within the retirement industry.
• Experience with Taft Hartley Union plans is helpful.
• Strong written and verbal communication skills.
• Interpersonal, basic math, organizational, reading comprehension, interpretation, negotiation, analytical, and problem-solving skills.
• Extensive knowledge of plan and contract documents, manuals, procedures, and company products and services.
• Advanced business unit knowledge and technical skills, including knowledge of all products, regulations, and laws.
• Ability to balance working independently with working in a team environment.
• Basic understanding of accounting and recordkeeping systems and PC applications.
• Ability to coordinate a large volume of customer activities.
Nice-to-haves
• Experience with Taft Hartley Union plans is helpful.
Benefits
• Flexible Time Off (FTO) for salaried employees, allowing paid time away from the office for vacation, personal, or short-term illness.
• Pension eligibility.
Apply Now
Apply Now