Senior Plan Manager
A company is looking for a Sr Plan Manager-Tax Exempt.
Key Responsibilities
Manages all aspects of Tax-Exempt sponsored plans and serves as the primary customer contact for complex cases
Resolves service and communication issues, collaborating with internal teams and participating in relationship management with plan sponsors
Contributes to product development, process improvements, and assists in training and mentoring new employees
Required Qualifications
5+ years of experience in the financial services industry
Experience in customer service and managing sensitive clients
SPARK/ARPS Certification preferred or must be completed upon hire
Bachelor's degree in Business Administration or equivalent preferred
A company is looking for a Sr Plan Manager-Tax Exempt.
Key Responsibilities
Manages all aspects of Tax-Exempt sponsored plans and serves as the primary customer contact for complex cases
Resolves service and communication issues, collaborating with internal teams and participating in relationship management with plan sponsors
Contributes to product development, process improvements, and assists in training and mentoring new employees
Required Qualifications
5+ years of experience in the financial services industry
Experience in customer service and managing sensitive clients
SPARK/ARPS Certification preferred or must be completed upon hire
Bachelor's degree in Business Administration or equivalent preferred