Plan Manager - Full Service TEM
Core
Primary contact for assigned sponsored plans, resolving complex service and communication issues while coordinating solutions across internal teams.
Role type
Plan Manager (Full Service)
Builds
Client retention and plan alignment for sponsored plans
Domain
Financial services / Retirement plans
Deliverable
client delivery
Required skills
customer relationship management, financial services industry experience, complex issue resolution, cross-functional collaboration
Preferred skills
Series 6 registration, Bachelor's degree in Business Administration
Technologies
plan management 800-number systems
Responsibilities
Serve as primary customer contact for assigned sponsored plans, resolve service and communication issues, participate in relationship management activities, collaborate with sales and operations teams, contribute to process improvement initiatives, support plan management calls
Seniority
Mid-level, 3+ years experience