Client Service Manager
A company is looking for a Client Service Manager. Key Responsibilities Serve as the primary point of contact for retirement small business clients and advisors Respond to plan sponsors and advisors' questions regarding retirement plans and monitor annual projects Maintain documentation on client projects and efficiently handle call volume using a phone queue system Required Qualifications 3+ years of retirement plan experience Solid computer skills including MS Office suite: Outlook, Word, Excel, PowerPoint, and Teams Bachelor's degree preferred ASPPA certification or willingness to work towards it Ability to handle difficult conversations professionally
A company is looking for a Client Service Manager.
Key Responsibilities
Serve as the primary point of contact for retirement small business clients and advisors
Respond to plan sponsors and advisors' questions regarding retirement plans and monitor annual projects
Maintain documentation on client projects and efficiently handle call volume using a phone queue system
Required Qualifications
3+ years of retirement plan experience
Solid computer skills including MS Office suite: Outlook, Word, Excel, PowerPoint, and Teams
Bachelor's degree preferred
ASPPA certification or willingness to work towards it
Ability to handle difficult conversations professionally
