Client Service Manager (CSM) - Qualified - Newport

Job Summary

Builds and maintains the relationships of qualified defined contribution retirement plans utilizing our Recordkeeping platform. Acts as a point of contact for assigned relationships, resolves team escalations, documents procedures and identifies areas for process improvement.

ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable people with disabilities to perform these essential functions.

Provides client assistance and customer service on day to day issues with clients by replying via both oral and written communicationActs in a proactive manner with assigned clients and builds relationships to ensure retentionWorks with plan sponsors, brokers, registered investment advisors, Trust companies and other third-party vendors, including auditors to reply to requests for specialized reports, communicate fund actions, consult on client inquiries and research/resolve issuesWorks under pressure in a very fast paced environmentFocuses on learning in everyday activities and eventsCoordinate with and openly exchange knowledge with colleaguesRegular, reliable, and punctual attendance

Management Responsibilities (none)

REQUIRED EDUCATION, EXPERIENCE AND CERTIFICATES, LICENSES, REGISTRATIONS

At least 3+ years of experience working in a related position in the retirement services sectorProven relationship management experienceDemonstrated project management skillsSolid MS Office skills to include Excel

PREFERRED (BUT NOT REQUIRED) EDUCATION OR SKILLS FOR THIS ROLE ARE

Bachelor’s degree in a business-related field or industry experienceDST experience

PROFICIENCIES

Ability to work unsupervisedDiplomaticCreative Problem SolverIntegrityDetailed ThinkerResourcefulTeam PlayerSound JudgmentResults OrientedPersonal CredibilityWritten and Oral Communication Skills

TRAVEL: Up to 10%

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or tasks that are required of the employee for this job. Duties, tasks and activities may change at any time with or without notice.

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