Tax Director managing client relationships for public accounting firm. Driving business growth and providing strategic advisory services to existing clients while ensuring quality control.
About the role
- Manager of Client Services overseeing a team to provide excellent client service in retirement plan services. Leading efforts to maintain service standards and staff development while ensuring professional growth.
Responsibilities
- Motivate, lead and support team members to provide excellent customer service
- Participate in the hiring process by conducting interviews and evaluating candidates
- Provide team members with substantive, periodic feedback on performance
- Monitor service levels and telephone calls productivity
- Review and act upon daily production reports
- Plan and organize workflow to meet service commitments
- Produce weekly/monthly production reports
- Develop staffing strategies for appropriate allocation of resources
- Coordinate training and instruction of new associates
- Develop staff on industry knowledge and professional development
- Develop workflow alternatives that will streamline the production process
- Perform other duties and special projects as assigned
- Responsible for protecting and handling all confidential data held by Ascensus
Requirements
- Bachelors Degree required
- 3-5 years supervisor/managerial industry experience
- 7-10 years overall industry experience
- Proficiency with Microsoft Office
- Comprehensive knowledge of Ascensus record keeping system and retirement plans
- Excellent analytical and problem solving skills
- Ability to work well under pressure with multiple priorities and deadlines
- Superior Interpersonal Skills
- Superior Presentation Skills
- Superior Written and Oral Communication Skills
- Superior Conflict Resolution Skills
- Superior Project Management Skills
- Superior Coaching and Mentoring Skills
- Superior Time Management Skills.
Benefits
- Health insurance
- Retirement plans
- Professional development
- Paid time off
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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