Client Service Manager, Qualified
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Client Service Manager building relationships and providing client assistance for retirement plans. Working in a fast-paced environment alongside investment advisors and third-party vendors.
Responsibilities:
- Builds and maintains the relationships of qualified defined contribution retirement plans utilizing our Recordkeeping platform.
- Acts as a point of contact for assigned relationships, resolves team escalations, documents procedures and identifies areas for process improvement.
- Provides client assistance and customer service on day to day issues with clients by replying via both oral and written communication.
- Acts in a proactive manner with assigned clients and builds relationships to ensure retention.
- Works under pressure in a very fast paced environment.
Requirements:
- At least 3+ years of experience working in a related position in the retirement services sector
- Proven relationship management experience
- Demonstrated project management skills
- Solid MS Office skills to include Excel
- Bachelor’s degree in a business-related field or industry experience
Benefits:
- Reasonable accommodations may be made to enable people with disabilities to perform these essential functions.
- Health insurance
- Paid time off
- Professional development opportunities
Similar Jobs
Client Care Operations Specialist
Client Care Operations Specialist providing support to veterinary clinics and pet parents with empathy and professionalism. Ensuring service standards and assisting with operational processes.
Client Service Coordinator
Remote Client Service Coordinator assisting clients with travel planning, research, and coordination of travel details while receiving training and support.
Director/Senior Director, Client Services Lead
Lead pivotal client services engagements for BlastX, a digital consultancy transforming customer experiences. Focus on account growth, delivery excellence, and capability development.
Account Manager, Client Services
Account Manager facilitating client relationships and managing enrollments across Texas for Sidecar Health's innovative healthcare services. Focused on group retention and satisfaction through proactive management.
Payroll & Client Service Specialist – UKG Ready
Payroll Specialist responsible for delivering payroll, technical support, and training to POA clients and internal teams. Optimizing the UKG Ready platform and managing key accounts for efficient operation.
Client Services Supervisor
Client Services Supervisor responsible for supervising Project Attorneys and ensuring quality customer service. Streamlining processes and acting as a liaison with Project Managers and Client Services management.
Senior Tax Manager – Private Client Services
Tax Senior Manager overseeing compliance and advisory services for ultra-high net worth individuals. Collaborating with Partners and managing a dynamic team in a fully remote position.
Client Services Associate
Client Services Associate collaborating with teams to support patients and clients at Guardant Health. Managing communications and documentation in a remote role with some travel for training.
Client Service Representative
Client Service Representative at Envita Medical Center providing remote support to clients inquiring about services. Focused on excellent communication and problem solving.
Bilingual Client Service Coordinator
Bilingual Client Service Coordinator providing front-line client support via multiple channels. Engaging clients while working remotely in a fast-paced environment with a focus on quality service.
Senior Client Services & Onboarding Manager
Senior Client Services and Onboarding Manager managing client fundraising programs for public media. Responsible for client relationships and driving the success of marketing campaigns.
Client Support Executive
Client Support Executive at Corpay ensuring service delivery and customer satisfaction by managing account activities and coordinating with internal teams. Analyzing performance metrics and supporting customer retention efforts.
Advisor, Member/Client Sales and Service
Member/client service advisor responsible for developing and maintaining business relationships. Engaging with clients to enhance satisfaction and promote specialized products and services.
Client Service Manager
Client Service Manager at Trustmark serving as the primary contact for brokers and employer groups. Ensuring timely and high-quality support across service and administrative needs.
RTS Client Services Engineer – L1, L2
Client Services Engineer providing exceptional remote technical support for clients. Troubleshooting IT issues while ensuring documentation and service levels are maintained.
Facility Vendor – Client Services Coordinator
Facility Vendor & Client Services Coordinator role at Touch Support, a multinational Business Process Optimization company. Engaging with clients and vendors to ensure smooth operations and communications.
Client Services Manager
Client Services Manager leading healthcare client communication and management. Managing requests, deliverables, and supporting onboarding in a fully remote setting.
Senior Retirement Service Consultant, Client Services – Retirement
Client Services Consultant at Ascensus responsible for client service and retirement plan management. Delivering consultative service and solutions to complex client issues with a focus on client satisfaction.
Senior Registered Virtual Client Service Associate
Supports financial advisors at Raymond James by providing virtual client service and administrative support. Facilitates client account maintenance and enhances the client experience through effective communication.
Lead Technical Consultant – Oracle ERP
Lead Technical Consultant responsible for managing software projects and integrating Oracle Cloud solutions at Argano. Extensive technical expertise and project management experience required.