Retiree Services Client Service Manager, Officer
About The Position
The Client Service Manager, Officer will be a point of contact for Retiree Services client relationships, activities and client inquiries. This person will monitor and oversee the performance of all business unit Shared Service Teams, global CoEs and India operations as it relates to the overall service delivery for our clients. Ensuring the benefit payments of defined benefit and defined contributions are accurately processed and disseminated in a timely manner is essential to this role. Prompt follow up on exception situations and facilitating timely problem resolution to mitigate risk to the corporation are required.
Requirements
- BS/BA degree required.
- Must have a minimum of 5 years of related experience, preferably in financial services industry.
- Experience in relationship management, strong verbal and written communications skills, and some experience with presentations a must.
- Must possess leadership skills.
- Knowledge of computer systems, financial operations and/or mutual fund and related industries a plus.
- Ability to travel up to 15%.
Nice To Haves
- MBA desirable.
Responsibilities
- Under moderate supervision, responsible for supporting the management of client relationships.
- Responsible for the day to day interaction and successful relationship with Client Service Operations & other business units.
- Ensures client issues are satisfactorily resolved by responding to and/or escalating as appropriate.
- Works closely with all internal business units. Facilitates communication to ultimately ensure an effective operating environment.
- Works closely with senior management to keep them informed of new developments, service issues and new business opportunities.
- Provides overall project support for all client related initiatives.
- Acts as a liaison between client and internal departments to ensure successful payment processing.
- Supports conversion/start-up of new client relationships into the department.
- Responsible for supporting AVPs or VPs in managing client relationships.
- Responsible for a variety of activities in support of client relationships.
- Employees are may observe unusual or potentially suspicious transaction activity. The specific scenarios and escalation methods are detailed in the relevant procedures and employees are required to follow these procedures ensuring that they identify unusual or potentially suspicious transaction activity and escalate appropriately.
Benefits
- retirement savings plan (401K) with company match
- insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
- paid-time off including vacation, sick leave, short term disability, and family care responsibilities
- access to our Employee Assistance Program
- incentive compensation including eligibility for annual performance-based awards
- eligibility for certain tax advantaged savings plans
- inclusive development opportunities
- flexible work-life support
- paid volunteer days
- vibrant employee networks
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
