Grow your career with a growing organization
Whether they\xe2\x80\x99re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that\xe2\x80\x99s hard to beat. And from a personal satisfaction perspective, you\xe2\x80\x99ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.
The Client Service Manager will be the primary contact for a specified block of defined contribution business and is responsible for overall client satisfaction on the assigned business. You will need to effectively use available resources to independently resolve a variety of issues, including inquiries on Compliance, the plan administrators website, tax reporting, audits, re-pricing of contracts, broker commissions, investment options, plan and contract terminations and all related SEC and IRS guidelines. In addition, you will need to have knowledge of ERISA and IRS codes 401(a), 401(k), profit sharing and related retirement plans.
What you will do
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