Defined Contribution Client Success Manager

Posted 17hrs ago

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Job Description

DC Client Success Manager overseeing daily operational performance for assigned clients while collaborating with support teams in a virtual setting.

Responsibilities:

  • Oversee daily operational performance for assigned clients and operations teams
  • Collaborate with support areas like customer care and technology, serving as the main client contact
  • Support the Senior Client Manager/Client Leader in delivering high-quality solutions
  • Utilize effective client communication skills
  • Address questions related to unique situations, participant inquiries, client escalations and requirements
  • Manage the operations of a client team through developing talent and delegating work
  • Communicate regularly with clients on all aspects of daily operations
  • Driving stable and consistent delivery from internal and external partners
  • Using data to influence standardization and process innovation
  • Managing defined contribution plans and understanding their effect on clients and participants

Requirements:

  • 3+ years in Defined Contribution
  • Be knowledgeable of Defined Contribution recordkeeping systems
  • Be an effective communicator and use influencing skills on domain and technical matters
  • Proven analytical abilities and attention to detail when working with complex data
  • Be solutions oriented and have ability to report data to stakeholders
  • Management and organizational skills with ability to adapt to change
  • Experience coaching and leveraging work through others

Benefits:

  • health, dental and vision coverages starting Day One
  • wellbeing programs
  • retirement plans with contribution matching
  • generous time off
  • parental leave
  • continuing education
  • career growth opportunities