Senior Manager Client Services - February 2027 Start Date
Core
Managing and overseeing client service activities for plan sponsors and advisors, ensuring high-quality, efficient, and cost-effective service delivery while leading a team.
Role type
Senior Manager, Client Services (Employee Benefits/Retirement Plans)
Builds
High-quality client service operations and team performance
Domain
Employee benefits, retirement plans, financial services
Deliverable
client delivery
Required skills
Team leadership and coaching, performance management, policy modification and execution, client complaint resolution, regulatory impact assessment, stakeholder partnership, resource allocation
Preferred skills
Retirement plan recordkeeping operations, managing escalated complaints with legal/compliance teams, implementing process improvements
Technologies
Microsoft Office Suite, employee benefits recordkeeping systems
Responsibilities
Lead and oversee Client Service Managers; ensure consistent service delivery across products; provide leadership and professional development to team members; establish team objectives and manage priorities; oversee client complaints and legal matters; recommend policy changes; monitor regulatory developments; partner with internal stakeholders on escalated issues.