About the role

  • Client Services Manager in the Tax Exempt Market managing client relationships and operational integrity. Facilitating interactions and collaborating with internal teams for effective service delivery.

Responsibilities

  • Respond to client phone calls and emails related to participant-level issues
  • For Team-Based CSM clients, submit projects for plan-level changes/enhancements
  • Provide PSW/SCP training and support to clients
  • Collaborate with internal business partners to ensure that client requests and escalations are responded to timely
  • Respond timely to internal requests
  • Point of escalation for operational issues and service recovery efforts
  • Obtain formal direction from client from proper authorized requestor as required
  • Provides education/training on service changes
  • Review changes to ensure they were made according to request
  • Consult with clients regarding legal ramification of not complying with NDT results
  • Assist with delivery of test results and interpretation (i.e. for plans that fail NDT testing, follow-up discussions with the client to determine if a change to business plan is required)
  • Serves as operational consultant during client onboarding for new Implementations and corporate actions
  • Responsible for consulting on regulatory changes and ensuring the plan is updated in compliance with the regulatory changes

Requirements

  • Bachelor's degree preferred
  • 5-10 years of relevant experience, preferably with 5 being in defined contribution
  • Experience establishing and maintaining relationships with key client operational decision makers
  • Experience facilitating client interactions (phone, face to face)

Benefits

  • Professional development opportunities
  • Health insurance
  • Flexible working hours
  • Paid time off

Job title

Client Service Manager

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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