Manager, Client Services - Defined Benefits
Core
Lead and mentor a team of Retirement Benefit Analysts to ensure high-quality, timely service for pension actuarial benefit calculations.
Role type
Manager, Client Services (Defined Benefits)
Builds
Pension Actuarial Benefit Calculation Services
Domain
Financial Services / Retirement Plan Operations
Deliverable
client delivery
Required skills
Team leadership and mentoring, Operational management, Client service management, Compliance monitoring, Performance metrics tracking, Workflow optimization
Preferred skills
Defined benefit (DB) pension plan administration, Actuarial principles knowledge, Retirement plan funding experience, AI tools for operational efficiency
Technologies
AI tools for efficiency and decision-making
Responsibilities
Lead and mentor Retirement Benefit Analysts, Monitor team performance metrics and balance workloads, Act as first escalation point for client issues, Coordinate schedules and assign tasks, Support onboarding and training of new hires, Prepare team performance reports
Seniority
Manager, direct leadership