Participant Services Manager

Job Summary

Seeking a full-time Participant Services Manager, the successful candidate will manage escalated client issues, conduct team meetings, and ensure performance metrics are met while fostering a positive work environment in the retirement plan industry.

Key responsibilities

• Assist Participant Service Associates with complex or escalated matters
• Conduct bi-weekly one-on-one meetings and weekly team meetings with direct reports
• Collaborate on process improvements and ensure the team meets key performance indicators (KPIs)

Required qualifications

• 3+ years of retirement plan experience
• 3+ years of customer service experience
• Ability to explain complex compliance items clearly
• Exceptional organizational skills and ability to manage multiple projects
• Professional verbal, non-verbal, and written communication skills