Description
The Senior Manager Client Services leads and oversees client service activities for plan sponsors and advisors, manages Client Service Managers, and provides coaching, performance management, and professional development. The role establishes team objectives, allocates resources, oversees complaints and legal matters, recommends policy and procedural changes, monitors regulatory developments, and partners with internal stakeholders on escalated issues. Candidates need a related bachelor’s degree or equivalent education and experience, at least five years of relevant experience, prior client-facing team management experience, benefits recordkeeping familiarity, Microsoft Office proficiency, English fluency, overnight-work ability, and FINRA fingerprinting.
