Client Service Manager at Wealth Enhancement, supporting client operations and ensuring service excellence. Overseeing client interactions and maintaining high service standards in Overland Park, KS.
SF
Hybrid Client Service Manager
Posted 2 minutes ago
About the role
- Client Service Manager serving 401K clients by ensuring high quality benefits administration and client service. Collaborating with internal partners to deliver contractual commitments and manage service issues.
Responsibilities
- As the main operational contact for benefits administrators, collaborate with your service team and internal partners to deliver on contractual commitments
- Work closely with specialized operational groups to implement plan provisions, problem solve issues and deliver outstanding service
- Responsibility for daily review of plan administration quality for Defined Contribution, HSA and Non-Qualified plans
- Managing plan administration to perform to standards and performance guarantees
- Raising and participating in the resolution of service issues appropriately within the organization
- Utilize deep knowledge of plan level provisions, DC, HSA, Non-Qualified products as well as plan compliance, regulations, and risk management
- Identify and partner with Product and Relationship Management to cross sell new products and services and rollout new product and regulatory updates
Requirements
- Bachelor’s degree preferred; work experience and strong business acumen required
- Defined Contribution, Non-Qualified and HSA knowledge and experience required
- 5 years of benefits administration, outsourcing administration or retirement experience required
- 3 years of experience in a client facing role highly desired
- Proven understanding of 401(k) regulations and their application to plan administration
- Effective oral and written communication skills
- Ability to manage client issues
- Strong interpersonal skills and customer service approach
- Ability to initiate and maintain overall accountability for client specific and department initiatives and projects
- Ability to multitask and work in a fast paced, changing priority environment.
Benefits
- Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.
Job title
Job type
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Not specified
Degree requirement
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