Manage daily activities of a team at M&T Bank to achieve departmental objectives. Direct customer service and operational efficiency for loan servicing.
SF
Hybrid Client Team Manager – Core Market Defined Benefit
Posted 4 days ago
About the role
- Client Team Manager responsible for managing a team providing Defined Benefit administration services. Leading client relationships and supporting associates' development in a high-stakes environment.
Responsibilities
- Serve as primary point of contact for clients for Defined Benefit administration
- Prepare and participate in regular client service reviews and/or business planning meetings
- Lead associates on your team in the capacity of workload, quality, and timeliness
- Provide timely feedback on performance in order for associates to lead their daily tasks/deliverables, progress on their development and address any outstanding performance issues
- Develop effective performance measures and work with the associates on goals and initiatives that will improve both the organization and the associates’ career development
- Prepare annual performance and bonus reviews for associates
- Act as a technical resource and Defined Benefit professional for your associates, and lead by example for work ethic, professional conduct and nurture an atmosphere of continuous improvement
- Work closely with senior management to meet business objectives and priorities
- Serve as a leader and run projects and/or initiatives for business unit
- Work with our most sophisticated client base which includes: plan complexity, higher numbers of plans, participants, transaction volume, and special projects
- Provide fee estimate quotes on special projects requested by the client and lead those projects according to budget and timelines
- Identify and communicate successful and efficient practices used for own client(s) that may be brought to bear across other clients and instituted as the defined benefit standard methodology
- Play key role in new business activities including client meetings, proposal writing, final presentations, etc.
- Draft and complete contracts for special projects and accountable for client financials
Requirements
- Bachelor’s Degree or equivalent work experience
- 7 + years in the Defined Benefit industry with 1 + year(s) of associate and client management experience
- Excellent coaching and leadership skills required
- Client consulting and leadership skills
- Demonstrate leadership ability with self-motivation and determination
- Project management and influence skills
- Strong team and client management skills
- A deep understanding of Defined Benefit processes and tools
- Must be technically inclined with application experience and proficiency (e.g., Excel, Word, Access, etc.)
- Strong project management skills and the ability to balance/prioritize multiple projects and an understanding of risk and time management
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Flexible work arrangements
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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