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Senior Client Service Manager

    Builds and maintains relationships as point of contact for assigned key relationships for qualified defined contribution retirement plans utilizing our Record-keeping platform; resolves team escalations, documents procedures and identifies areas for process improvement.

    Essential Functions

    Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

    Provides client support and customer service on day-to-day issues with clients by responding timely and effectively either orally or via written communication
    Acts in a pro-active manner with assigned clients and builds relationships to ensure retention
    Works with Plan Sponsors, Brokers, Registered Investment Advisors, Trust Companies and other Third-Party Vendors, including auditors to respond to requests for specialized reports, communicate fund actions, consults on client inquiries and researches/resolves issues
    May participate in final Sales presentations as well as prepare and facilitate client/advisor meetings when needed
    Performs under pressure with minimal direction
    Meets competing deadlines in a very fast paced, dynamic and demanding environment with a high degree of urgency and accuracy
    Focuses on learning in everyday activities and events
    Collaborates with and openly shares knowledge with colleagues
    Regular, reliable, and punctual attendance

    Management Responsibilities (None)

    Required Education, Experience and Certificates, Licenses, Registrations

    5+ years of experience working in a related position in the retirement services sector
    Strong MS Office skills to include Excel

    Preferred (but not required) education or skills for this role are

    Bachelor’s degree in a business related field or industry experience
    DST experience


    Verbal and Written Communication Skills
    Time Management
    Creative Problem Solver
    Analytical Thinker
    Team Player
    Sound Judgment
    Results Driven
    Exhibits Personal Credibility
    Forward Thinking
    Planning and Organizing
    Project Management

    Travel:  Up to 10%

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