PCS Retirement is one of the largest independent and conflict-free retirement solution providers.
Client Service Manager
Location
United States
Posted
3 days ago
Salary
$65K - $85K / year
Seniority
Senior
Job Description
Client Service Manager
PCS Retirement
• Manages the day-to-day administration of a portfolio of clients across various product lines and prioritizes their needs • Serves as the single point of contact in addressing an array of requests from basic to complex, such as plan level changes and reconciliations, from plan sponsors, advisors and TPAs • Provides a high level of customer service, builds relationships to ensure retention, and facilitates organic growth • Takes ownership and applies critical thinking and problem-solving skills to resolve client-related issues efficiently and effectively and mobilizing internal teams necessary • Take full ownership of the end-to-end client experience, managing your case queue and ensuring all transactions, updates, and issues are completed accurately and on time, with proactive identification and escalation of any risks or gaps • Facilitates regularly scheduled client calls to discuss outstanding items and provide updates on company initiatives • Reviews client data periodically for accuracy and adheres to the strictest standards of oversight, ensuring all PII is kept confidential and secure • Demonstrates efficiency and flexibility in overseeing detailed processes in a fast-paced environment with frequent interruptions and changing priorities • Assists other areas of the organization with various functions when volume is high and/or staffing levels are low • Participation in unit meetings, ongoing training and self-development • Conducts themselves professionally and partners with upper Management accordingly • Participate in call queues as needed • Performs other duties and responsibilities as assigned
Job Requirements
- 5-7 years of client service and/or relationship management experience required, preferably in the retirement industry
- Bachelors’ degree is preferred but not required
- QPA, QKA/QKS preferred but not required
- Knowledge of 401k plans and/or 403b, 457 plans, as well as a basic understanding of the full suite of PCS Retirement products and services
- An understanding of financial industry operations, mutual fund classification, trading and general banking practices
- Experienced in coordinating and running client meetings in person and virtually
- High level of accountability and ownership of assigned book of clients
- Strong organizational and time management skills to prioritize workflow and ensure duties and projects are completed by deadlines
- Reasoning and problem-solving skills to research and resolve general problems
- Technical proficiency and highly adaptive to learning and working in multiple systems.
- Proficiency in using required software applications, including Microsoft Office applications (specifically, Word, Excel, PowerPoint and Outlook - Access is beneficial) necessary for creating documents, analyzing spreadsheets, and managing business correspondence
- Communication skills and professional demeanor to interact with all levels of management, other associates and counterparts at other firms
- Work independently and in a team environment as well as support broader initiatives with guidance from a Supervisor
- Work well under stress created by time deadlines, workflow volume changes and telephone/associate inquiries
- Learn and understand the various legal documents required by various companies in order to process client requests
- Learn and apply new information, skills, and processes quickly including the various regulations, back-office systems and plan document materials
- Read and interpret financial statements
Benefits
- 401(k) match
- medical
- dental
- vision
- life insurance
- short and long term disability
- paid-time off
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