Senior Associate, Client Service Manager - NQ
Core
Manage a group of Non-Qualified (NQ) clients by independently delivering accurate and timely retirement plan administrative and client services.
Role type
Senior Associate, Client Service Manager
Builds
Retirement plan administrative services and client retention
Domain
Financial services / Retirement planning
Deliverable
client delivery
Required skills
Retirement plan administration, Financial concepts, Non-qualified products knowledge, Client relationship management, Data discrepancy resolution, Microsoft Office proficiency
Preferred skills
Experience with Excess Plans, 457(b), 457(f), 401(k), 403(b), defined benefit arrangements
Technologies
Microsoft Office, Recordkeeping systems, Workflow systems
Responsibilities
Establish and maintain effective relationships with nonqualified clients and financial professionals, Serve as primary point of contact for clients, Identify customer expectations and develop strong working relationships, Guide clients and internal teams through complex plan features and processes, Troubleshoot and resolve data discrepancies, Manage multiple priorities in a fast-paced environment
Seniority
Senior Associate, 2+ years experience
