The Associate Client Service Manager supports plan sponsors, advisors, partners and third-party administrators. Accountable for overall delivery of service to our clients. Manages daily communications with internal and external parties to maintain strong client relationships; manages and coordinates inquiries and addresses issues within required timeframes.
What you will do
- Proactively follow up on outstanding issues with internal functional areas as well as with external clients
- Handle issues related to: contributions, loans, distributions, enrollment, payroll support, compliance, audit, reporting and general inquiries
- Ensure issues are being resolved and clients are kept apprised of progress ensuring highest level of client service and satisfaction
- Handle straightforward problems/issues and refers more complex issues to senior staff
- Educate clients on plan provisions and functionality of plan sponsor & participant websites and EIVR
- Promptly handle escalated issues
- Promote self-service and education on the plan sponsor service center
- Assist with coordination of various client tasks for senior staff
What you will bring
- High School Diploma
- 2-year experience in financial services industry
- Knowledge of ERISA, DOL and applicable IRS regulations related to retirement plans
What will set you apart
- Knowledge of Microsoft Office Suite
- Strong written and verbal communication skills
- Ability to multi-task, prioritize, and problem-solve effectively
