Client Service Manager
Core
Managing relationships with Defined Benefits (DB) clients, ensuring satisfaction through meetings, and collaborating on sales presentations and project delivery.
Role type
Client Service Manager (Benefits Administration)
Builds
Client relationships and project delivery for Defined Benefits plans
Domain
US Health & Retirement Benefits
Deliverable
client delivery
Required skills
Defined Benefit (DB) plan administration, relationship management, project management, stakeholder communication, risk management
Preferred skills
Advanced retirement industry designations, formal leadership training, established network in US benefits/HR community
Technologies
None stated
Responsibilities
Maintain and enhance relationships with new and existing Defined Benefits (DB) clients; Ensure client satisfaction through periodic meetings and discussions; Collaborate closely with sales, record-keeping, and operations associates; Participate in sales final presentations as needed; Drive accountability through regular review sessions and milestone tracking
Seniority
Mid-level, individual contributor with management responsibilities