Manager of Client Services overseeing a team to provide excellent client service in retirement plan services. Leading efforts to maintain service standards and staff development while ensuring professional growth.
Responsibilities
Motivate, lead and support team members to provide excellent customer service
Participate in the hiring process by conducting interviews and evaluating candidates
Provide team members with substantive, periodic feedback on performance
Monitor service levels and telephone calls productivity
Review and act upon daily production reports
Plan and organize workflow to meet service commitments
Produce weekly/monthly production reports
Develop staffing strategies for appropriate allocation of resources
Coordinate training and instruction of new associates
Develop staff on industry knowledge and professional development
Develop workflow alternatives that will streamline the production process
Perform other duties and special projects as assigned
Responsible for protecting and handling all confidential data held by Ascensus
Requirements
Bachelors Degree required
3-5 years supervisor/managerial industry experience
7-10 years overall industry experience
Proficiency with Microsoft Office
Comprehensive knowledge of Ascensus record keeping system and retirement plans
Excellent analytical and problem solving skills
Ability to work well under pressure with multiple priorities and deadlines
1st Line Client Service Desk Specialist in London managing incidents and providing service support. Ideal for candidates with IT skills and experience in service desk roles.
Family Office Advisor dedicated to high - net - worth clients providing tailored insurance and risk management solutions. Collaborating with internal teams and external advisors for personalized strategies.
Vice President leading client service strategies and client retention in Corporate Trust sector at BNY. Ensuring high - value client satisfaction through collaborative internal efforts and market insight.
Vice President overseeing Corporate Trust client services for high - value clients, developing retention strategies and ensuring operational excellence. Collaborating across functions to enhance client experiences and service success.
Client Support Associate engaging in client interactions and financial planning process. Preparing Client Relationship Managers and ensuring compliance while supporting financial services.
Specialist in Client Service at Vertem company, ensuring quality solutions and customer satisfaction. Handling communications and managing client operations in a dynamic work environment.
Leads a team of Client Service Associates in a hybrid role for VON Canada. Responsible for quality monitoring, support, and training within client care delivery.
Client Services Representative handling inquiries in mortgage services. Focused on phone and email communication with strong emphasis on customer service skills.
Payroll & Client Service Specialist delivering payroll support and training for POA clients using UKG Ready platform. Requires technical expertise and customer service skills for client engagements.
Wholesale Client Support Analyst ensuring best client experience for Rabobank while coordinating loan closing processes and maintaining transaction portfolios.