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Job Description:
This job is responsible for managing the overall relationship with Institutional Retirement Health Benefit Services clients by implementing and administering retirement plans and changes. Key responsibilities include serving as a strategic leader and overseeing the satisfaction, retention, and profitability of products to ultimately deliver exceptional client service and drive client retention. Job expectations include assisting Plan Sponsors with inquiries related to individual participant issues, helping with system setup, and leading event management activities. Responsible for the day-to-day management of Defined Contribution clients (Plan Sponsors). Client Service Managers (CSM) assist Plan Sponsors with inquiries related to individual participant issues, help with system setup, assist with reporting inquiries, provides for problem escalation, and takes the lead on event management (i.e. award/data uploads, upcoming vesting and expiration events, etc.). Act as liaison between Workplace Benefits and other business partners to ensure that high quality and comprehensive client service is provided to Workplace Benefits’ clients.

Responsibilities:

• Formulates Client Centric Business Plans, including retention strategies, with recurring client touchpoints and routines to drive plan feature optimization and client retention
• Executes on Line of Business strategy by staying up to date on market conditions, handling escalated calls, resolving complex client issues, and analyzing data to address risk issues and trends
• Partners with the Retirement & Personal Wealth Solutions (RPWS) team and other business stakeholders to ensure that high quality and comprehensive corporate client service is provided to RPWS clients
• Acts as a liaison between the client and business to help manage the corporate client relationships and provide support
• Works closely with high profile Financial Advisors and Client Relationship Managers to provide support
• Creates and strives to maintain a high level of client satisfaction which is measured by both internal and third party benchmarks
• Stay abreast of new product developments and industry trends.
• Provide assistance to plan sponsors in the planning of their annual events.
• Manage and lead corporate events such as events; mergers, acquisitions, new product rollout and plan changes.
• Liaison between plan sponsor and internal business partners.
• Establishing client relationships, hosting client calls, inquiry response/research, account maintenance and analyzing questions, requests, and problems.
• Demonstrated ability to take ownership of client and internal issues and see them through to resolution with minimal supervision.
• Provide client-specific information to our RBCC (Retirement Benefits Contact Center) agents to ensure satisfactory participant servicing.
• Participate in in-person client and prospect meetings
• Responsible for providing work direction, guidance, and expertise to less experienced associates and may provide training to associates on new and complex initiatives.
• Support team by assisting in the completion of special projects as required

Skills:

• Client Management, Customer and Client Focus
• Customer Service, Account, Stakeholder, and Management
• Relationship Building and Business Acumen
• Excellent communicator (both orally and written)
• Well organized and client focused
• Must have a minimum of 5 years related experience
• Exceptional follow-up and follow through skills
• Ability to adapt their style to that of the client
• Ability to handle multiple large and complex corporate relationships
• Aptitude to learn a complex system platform
• Ability to interact effectively with Senior HR and Finance executives
• Superior project management skills

Required Skills:

• 5 years of Financial Services Experience
• Client Services Experience

Desired Skills:

• Knowledge of Health Benefits Products and Solutions
• Workplace Benefits / Retirement Client Service Management Experience

Minimum Education Requirement: Null