Client Service Manager

Job Summary

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