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Retirement Services Manager

6/19/2025

N/A

Job Summary

A company is looking for a Sr. Manager, Dedicated Client Services, Retirement Services.

Key Responsibilities
  • Lead daily activities of the client service team, ensuring adherence to quality standards and timely completion of work
  • Coach and develop team members, including performance evaluations and training coordination
  • Manage escalated client issues, striving to exceed client expectations and uphold ethical standards
Required Qualifications
  • At least five years of client service experience
  • At least three years of people leadership experience
  • A college degree is preferred but not required; relevant experience is acceptable
  • Military experience may be considered if it demonstrates relevant skills
  • Certifications related to Retirement Services, Project Management, and People Leadership are a plus

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