Specialist Client Service Management
Empower India
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
Job Summary: -
Spec Client Services Management works within a Service Team environment, which will consist of queries/requests from Client Service Managers. The individual will work on all service and operational requests from a specific group of CSM and will be responsible for the overall service experience for their clients. He/she will be highly engaged in all areas of support and management relative to the activities of these specific CSM. The individual will focus on areas of client service relationship management, problem resolution, and process improvement. He/she are encouraged to be key contributors to a positive workplace environment and have a strong commitment to teamwork and shared success.
Primary Duties and Responsibilities: -
- Proactively follows up on outstanding issues with internal functional areas related to: contributions, loans, distributions, enrollment, payroll support, compliance, audit, reporting and general inquiries.
- Ensures issues are being resolved and clients/partners are kept apprised of progress ensuring highest level of client service and satisfaction.
- Typically handles straightforward problems/issues and refers more complex issues to senior staff.
- Actively participate reviews (if any) with the client service managers.
- Should carry supporting divisional business needs, while maintaining a “client first” mentality.
- Driving high satisfaction, quality, and efficiency for both the client and client service managers.
- Delivering superior results quickly and efficiently, utilizing effective time management skills.
- Driving innovation through curiosity and comprehensive understanding of business processes and challenges
- 2–4-year experience in 401k industry.
- At least 12 months in the current role or team
- Knowledge of ERISA, DOL and applicable IRS regulations related to retirement
- Strong interpersonal skills and eye for details oriented
- Should possess strong written and verbal communications, should be flexible to work in night shift
- Must be deadline oriented ensuring issues are being resolved and clients are kept apprised of progress ensuring highest level of client service and satisfaction
- Knowledge of Microsoft Office Suite Programs
- Bachelor’s Degree is a must
- SPARK preferred