Retirement Plan Services Manager
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Job Summary
Leading a dedicated Client Services team, the full-time Retirement Plan Services Manager will oversee daily operations, ensure exceptional client service, and coach employees while working remotely.
Key Responsibilities
- Organize workflow and monitor employee productivity while providing coaching and performance evaluations
- Serve as an escalation point for complex client inquiries and ensure quality service standards are maintained
- Collaborate with internal departments to enhance service delivery and maintain strong professional relationships with clients
Required Qualifications
- Bachelor's degree or equivalent combination of education, training, and experience
- Advanced knowledge of retirement plan administration and related regulations
- Strong customer service skills with the ability to manage client expectations
- Proficiency in Microsoft Excel, Word, and Outlook
- Prior supervisory or team leadership experience within retirement plan administration or financial services is preferred
Complete Job Description
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