QKA Licensed Client Service Manager
A company is looking for a Client Service Manager Mid Market. Key Responsibilities Serve as the primary point of contact for approximately 50 - 60 mid-market clients and advisors Maintain knowledge regarding industry trends and regulatory requirements while providing consultative solutions Monitor annual plan projects and maintain documentation on client projects within the CRM software tool Required Qualifications 5+ years of experience in qualified retirement plans with expert knowledge of plan design and regulations QKA certification required Bachelor's degree required Proven track record of managing and servicing retirement plans, including compliance and recordkeeping Extensive knowledge of retirement plan design options, including defined contribution and defined benefit plans
A company is looking for a Client Service Manager Mid Market.
Key Responsibilities
Serve as the primary point of contact for approximately 50 - 60 mid-market clients and advisors
Maintain knowledge regarding industry trends and regulatory requirements while providing consultative solutions
Monitor annual plan projects and maintain documentation on client projects within the CRM software tool
Required Qualifications
5+ years of experience in qualified retirement plans with expert knowledge of plan design and regulations
QKA certification required
Bachelor's degree required
Proven track record of managing and servicing retirement plans, including compliance and recordkeeping
Extensive knowledge of retirement plan design options, including defined contribution and defined benefit plans
