Client Service Manager - Core Plus

Grow your career with a growing organizationWhether they''re 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''s hard to beat. And from a personal satisfaction perspective, you''ll 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 Accountable for overall delivery of service to our plan sponsors, advisors, partners and third party administratorsManage daily communications with internal and external parties to maintain and develop strong client relationshipProactively address and communicate essential recordkeeping information to stakeholders during each plan year, including compliance testing results, plan amendment requests, plan design issues, regulatory changes, product enhancements, and new website functionalityEnsure issues are being resolved and clients are kept apprised of progress ensuring highest level of client service and satisfactionHandle moderately complex problems/issues and refer more complex issues to senior staffEducate clients on plan provisions and functionality of plan sponsor & participant websites and EIVRCoordinate production and/or rollout of custom or specialized reporting for clients as requiredPromptly handle escalated issues requiring special handling through coordination with various internal departments including functional processing areas, legal, compliance, systems, financial control, and technical supportParticipate in and/or coordinate conference calls and meetings to consult and assist the client with questions or basic to complex issue resolutionParticipate in finals presentations as requested by the Regional Sales DirectorWhat you will bringAssociates degree, preferably in Business, Finance or a related field or equivalent years of work experience3 - 5 years of experience in financial services industryKnowledge of Microsoft Office SuiteKnowledge of ERISA, DOL and applicable IRS regulations related to retirement plansWhat will set you apart FINRA fingerprinting upon hireExcellent written and verbal communication skillsAble to apply critical thinking, multi-task, prioritize, and problem-solve effectivelyFINRA series 6 permitted, but not required What we offer youWe offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.Medical, dental, vision and life insuranceRetirement savings - 401(k) plan with generous company matching contributions (up to 5%), financial advisory services, potential company discretionary contribution, and a broad investment lineupTuition reimbursement up to $5,250/yearBusiness-casual environment that includes the option to wear jeansGenerous paid time off upon hire - including a paid time off program plus nine paid company holidays and three floating holidays each calendar yearPaid volunteer time "” 16 hours per calendar yearLeave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.The salary range below describes the minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.Base Salary Range$ 58,600.00-93,800.00LocationWI MilwaukeeWe are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

Created: 2021-11-29