Senior Client Service Manager, Personal Choice Retirement Accounts

Responsibilities

• Lead service relationships with premier clients.
• Act as the primary contact for clients and internal partners to support the iPCRA Provider Service Team.
• Build strong client relationships, collaborate effectively with internal partners, and lead or delegate client issues through successful resolution.
• Manage multiple priorities while maintaining strong productivity to meet project objectives, deadlines and service level standards.
• Manage day-to-day client relationships and oversee PCRA/HSBA client needs, including issue resolution, internal coordination, client presentations, and project support.
• Work closely with clients and business partners across PCIS Service, Operations, and Trading, serving as a subject matter expert and taking the lead in addressing client matters related to daily file transfers, account management, money movement, account transfers, trading resolution, problem resolution, and service enhancements.

Qualifications

• 5+ years of experience, preferably in financial service industry working with brokerage, employer sponsored retirement plans, employee benefits, Third Party Administrators (TPA’s) and/or Recordkeeping services.
• 3+ years of client-facing experience, preferably working with employer sponsored retirement plans.
• Bachelor's degree or equivalent experience.
• Digital proficiency, with the ability to utilize multiple applications at one time, including MS Word and Excel, internet researching, database systems, and email.
• Strong service and client contact skills, along with excellent interpersonal, verbal, and written communication skills.
• Ability to plan/lead client and internal partner meetings in a professional, consultative, and effective manner.
• Advanced analytical skills with the ability to prioritize complex tasks.
• Sense of urgency, excellent operational, organizational and follow-up skills with the ability to manage and process complex work.
• Positive attitude, team orientation, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics.