Associate Manager, Client Services Performance
The Retirement Advantage, Inc. (TRA)
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)
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