Sr. Client Service Specialist managing client risk management solutions for The Baldwin Group in Texas. Working closely with advisors and dedicated professionals to analyze client data and evaluate needs.
SF
Hybrid Client Service Manager
Posted 2 months ago
About the role
- Client Services Manager in the Tax Exempt Market managing client relationships and operational integrity. Facilitating interactions and collaborating with internal teams for effective service delivery.
Responsibilities
- Respond to client phone calls and emails related to participant-level issues
- For Team-Based CSM clients, submit projects for plan-level changes/enhancements
- Provide PSW/SCP training and support to clients
- Collaborate with internal business partners to ensure that client requests and escalations are responded to timely
- Respond timely to internal requests
- Point of escalation for operational issues and service recovery efforts
- Obtain formal direction from client from proper authorized requestor as required
- Provides education/training on service changes
- Review changes to ensure they were made according to request
- Consult with clients regarding legal ramification of not complying with NDT results
- Assist with delivery of test results and interpretation (i.e. for plans that fail NDT testing, follow-up discussions with the client to determine if a change to business plan is required)
- Serves as operational consultant during client onboarding for new Implementations and corporate actions
- Responsible for consulting on regulatory changes and ensuring the plan is updated in compliance with the regulatory changes
Requirements
- Bachelor's degree preferred
- 5-10 years of relevant experience, preferably with 5 being in defined contribution
- Experience establishing and maintaining relationships with key client operational decision makers
- Experience facilitating client interactions (phone, face to face)
Benefits
- Professional development opportunities
- Health insurance
- Flexible working hours
- Paid time off
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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