Team Leader, Client Relations

Job Summary

A company is looking for a Team Leader for the Client Relations Team.

Key Responsibilities:

• Manage a team of 6-8 staff members, ensuring client satisfaction and meeting performance metrics
• Champion company values and policies while assisting in staff training and development
• Maintain a caseload of about 50 clients and cultivate existing client relationships

Required Qualifications:

• 10+ years of experience in nondiscrimination testing
• 5+ years of supervisory experience
• Credentials with a nationally recognized organization (ASPPA or NIPA)
• Strong knowledge of ERISA and Internal Revenue Code and Regulations
• Proficiency in MS Excel and MS Word