Client Service Manager - Taft-Hartley
Job Summary
A company is looking for a Client Service Manager - Taft-Hartley for a remote position.
Key Responsibilities:
- Accountable for overall delivery of service to plan sponsors, advisors, partners, and third party administrators
- Manage daily communications with internal and external parties to maintain and develop strong client relationships
- Proactively address and communicate essential recordkeeping information to stakeholders during each plan year
Required Qualifications:
- Associates degree in Business, Finance, or related field or equivalent work experience
- 5-7 years of experience in the financial services industry may be accepted in lieu of a degree
- 3-5 years of experience in the financial services industry
- Knowledge of ERISA, DOL, and applicable IRS regulations related to retirement plans
- Experience working with Taft-Hartley plans is preferred
COMPLETE JOB DESCRIPTION
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