Senior Client Service Manager

Job Summary

Managing a portfolio of clients in the unbundled retirement division, the full-time Senior Client Service Manager will build and maintain relationships while addressing client inquiries and requests through email and phone, ensuring service standards are met and driving client satisfaction.

Key responsibilities

• Independently manage client portfolios, resolving inquiries and collaborating with internal and external partners on deliverables
• Review and approve retirement plan transactions, analyzing participant accounts for inconsistencies and partnering with teams to resolve issues
• Prepare accurate client-facing and internal reports, documenting interactions to maintain audit readiness and recommending process enhancements

Required qualifications

• 2+ years of experience in client service, financial services, or retirement plan operations
• Solid understanding of retirement plan administration and financial concepts
• Previous experience working with retirement plans is required
• Proficient in Microsoft Office and experienced in recordkeeping or workflow systems
• Able to manage multiple priorities in a fast-paced environment