Can be done remotely in the US, OP, USA
16 days ago
Associate Manager, Client Services Performance
Job Descriptions: Description: The Associate Manger is responsible for providing guidance and leadership to a team of Client Services Team Leads & Client Relationship Managers for the purpose of achieving high quality client service. Responsibilities: + Serve as primary contact for Team Leads and CRMs + Respond, coordinate and track escalated client issues + Support the change process to achieve intended organization and cultural outcomes + Recommend and implement procedure/process improvements to increase production and quality of work + Assist with the development of training for staff members & Team Leads including the coordination of the training schedule and relaying training needs to our Manager of Client Services + Generate & monitor reports for productivity and work tray management in Vivantio & Pension Pro + Complete daily maintenance items within Vivantio + Assist with coordination of off shore resources + Prepare & deliver performance appraisals for a team of Client Relationship Managers + Coordinate with Manager & Leads plan assignments to align with current business model + Prepare production & metric reports and present information to our Director & Manager of Client Services on a timely basis + Leading and/or supporting key projects that seek to enhance existing service and operational models within TRA + Maintain awareness of the laws, regulations, internal policies and procedures appropriate for this position + Outstanding TRA Corporate Citizen dedicated to maintaining TRAs reputation at all times in the communities we touch + Perform other job related duties and special projects as assigned Required Experience: Qualifications: + Bachelors Degree (or equivalent experience) + 5+ years of defined contribution plan administration experience + Strong communication skills, both written and verbal + Understanding of regulatory aspects of defined contribution plan administration and other defined contribution regulatory issues involving ERISA and IRS Revenue Rulings + Strong organizational and problem solving skills, with the ability to track multiple tasks and issues, set goals and prioritize tasks in a fast paced environment + ASPPA QKA or ERPA designation, or approved equivalent, preferred Keyword: Associate Manager, Client Services Performance From: The Retirement Advantage, Inc. (TRA)
Confirm your E-mail: Send Email