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)
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