Workplace Benefits - Client Service Manager
About The Position
Responsible for the day-to-day management of Institutional Retirement Products (Plan Sponsors). Client Service Managers (CSM) assist Plan Sponsors with inquiries related to individual participant issues, help with system setup, assist with reporting inquiries, provides for problem escalation, and takes the lead on event management (i.e. award/data uploads, upcoming vesting and expiration events, etc.). Act as liaison between Workplace Benefits and other business partners to ensure that high quality and comprehensive client service is provided to Workplace Benefits clients.
Requirements
- Customer service skills
- Strong written and verbal communication skills to respond to Plan Sponsor inquiries
- Strong multitasking skills; ability to prioritize effectively
- Strong organizational skills
- Proven interpersonal skills
- Technology proficient
- High School Diploma / GED / Secondary School or equivalent
Nice To Haves
- Foundational knowledge of recordkeeping system
- Foundational knowledge of ERISA/Plan operations /compliance requirement
- Foundational knowledge of product offering
- Ability to manage small projects
Responsibilities
- Assist Plan Sponsors with inquiries related to individual participant issues
- Help with system setup
- Assist with reporting inquiries
- Provide for problem escalation
- Take the lead on event management (i.e. award/data uploads, upcoming vesting and expiration events, etc.)
- Act as liaison between Workplace Benefits and other business partners to ensure that high quality and comprehensive client service is provided to Workplace Benefits clients.
Benefits
- Access to paid time off
- Resources and support to our employees
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
