Client Service Manager

What You’ll Do

• Maintain and enhance relationships with new and existing Defined Benefits (DB) clients
• Ensure client satisfaction through periodic meetings and discussions
• Collaborate closely with sales, record-keeping, and operations associates
• Participate in sales final presentations as needed
• Demonstrate proven excellent customer service skills and progressive probing skills
• Project Management & Delivery
• Excel in CSM project delivery by implementing and maintaining robust project management practices
• Timely status updates and progress reporting
• Documented communications with all stakeholders
• Clear milestone tracking and deliverable management
• Drive accountability through regular review sessions
• Proactively manage risks and maintain comprehensive project documentation
• Ensure seamless team collaboration and knowledge transfer through consistent documentation and communication standards

What You Bring

• Communication: Strong verbal and written communication skills
• Leadership: Strong leadership skills with ability to work independently and as a team player
• Organization: Proven prioritization and organizational skills
• Quality Focus: Strong commitment to timing and quality standards
• Problem-Solving: Ability to identify and facilitate issue resolution
• Initiative: Proven ability to take initiative and handle multiple tasks simultaneously
• Adaptability: Ability to react to change in a positive and productive manner
• Flexibility: Ability to handle other essential tasks as assigned

Nice to Have

• Professional Designations: advanced degrees or retirement designations are a plus
• Advanced Leadership Training: Formal leadership development or management certification programs
• Industry Network: Established relationships within the US benefits and HR community
• Understanding of compliance requirements in benefits administration