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Client Service Manager

6/4/2025

No location specified

Job Summary

A company is looking for a Client Service Manager to join their Retirement Client Services team.

Key Responsibilities
  • Respond to incoming calls from clients, brokers, and Third-Party Administrators within service standards
  • Provide information on retirement account details, payments, products, and application status
  • Assist in training team members and contribute to process improvements
Required Qualifications
  • 5+ years of experience with 401k Retirement products
  • Strong leadership skills
  • Proficient in Microsoft Office applications
  • In-depth understanding of internal business procedures and workflows
  • Commitment to quality and excellent organizational skills

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