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JOB SUMMARY: Client Service Manager who will administer and maintain service and communications with our Non-Qualified plan clients.
ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
β’ Administer and maintain; documentation and record keeping, plan statements, and communication of information to client, and assist to modify and enhance plan administration processes within the limits of established policy.
β’ Provide client support and customer service on day-to-day inquiries from clients.
β’ Respond to client requests in both oral and written communication.
β’ Act in a pro-active manner with assigned clients, advisors and partners to build and retain relationships.
β’ Responsible for interpreting plan documents for client plan administration.
β’ Provide calculations and amounts to plan sponsors, communicat...