What You'll DoAs a
Senior Associate, Client Service Manager, you will manage a group of Non-Qualified (NQ) clients by independently delivering accurate and timely retirement plan administrative and client services. Independently establishes and maintains effective relationships with nonqualified clients and financial professionals to ensure client retention, growth of the client service block and profitability for all stakeholders. Embodies non-qualified core values in all interactions.
- Serve as a primary point of contact for non-qualified clients and financial professionals, partnering with internal service teams to support client needs, retention, growth and profitability.
- Embody non-qualified core values in all interactions.
- Identify customer expectations and develop strong working relationships.
- Use creativity, problem solving skills, and in-depth product knowledge for successfully arriving at solutions for retaining clients and resolving complex client issues.
Who You Are- 2+ years of experience in client service, financial services, or retirement plan operations or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
- Solid understanding of retirement plan administration and financial concepts, with the ability to apply procedures accurately, efficiently, and with some independent judgment.
- Familiarity with retirement products and services such as Excess Plans, 457(b), 457(f), 401(k), 403(b), defined benefit arrangements, or other non qualified offerings highly preferred.
- Ability to guide clients and internal teams through complex plan features and processes.
- Effective written and verbal communication skills, including comfort interacting directly with clients and internal partners.
- Attention to detail, with the ability to identify, troubleshoot, and resolve data discrepancies with minimal supervision.
- Proficient in Microsoft Office and experienced in recordkeeping or workflow systems, with the ability to optimize processes where appropriate.
- Able to manage multiple priorities in a fast-paced environment, making informed decisions about workload and deadlines.
Things that Will Make You Stand Out:- Experience with Non Qualified products strongly preferred.
Salary Range InformationSalary ranges below reflect targeted base salaries. 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 for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Salary Range$55800 - $109200 / year
Salary DetailsThe following levels and locations are examples of market-specific salary ranges across different job levels and geographies. Candidates will be evaluated to determine the appropriate job level based on their skills and experience.
Senior Associate, Client Service Manager:- Wichita, KS: $55,800 - $65,700 / year
- Des Moines, IA: $58,900 - $69,350 / year
- Charlotte, NC: $62,000 - $73,000 / year
- Chicago/Minneapolis: $68,200 - $80,300 / year
- Los Angeles/New York City: $74,400 - $87,600 / year
Client Service Manager:- Wichita, KS: $69,300 - $81,900 / year
- Des Moines, IA: $73,150 - $86,450 / year
- Charlotte, NC: $77,000 - $91,000 / year
- Chicago/Minneapolis: $84,700 - $100,100 / year
- Los Angeles/New York City: $82,400 - $109,200 / year
Time Off ProgramFlexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided.
Pension EligibleYes
Additional InformationWork EnvironmentsThis role offers in-office, hybrid, and remote work arrangements. Employees who reside within 30 miles of our Des Moines, IA; Charlotte, NC; or Raleigh, NC office locations are expected to follow a hybrid work arrangement, which includes working in the office at least three days per week. Employees who reside more than 30 miles from these office locations may be eligible for remote work arrangements. You'll work with your leader to determine the work arrangement that best aligns with business needs and job responsibilities.
Job Level(s)We are open to hiring at the next level,
Client Service Manager, for candidates who bring additional experience and proven leadership capabilities. To be considered, candidates must have:
- 4+ years of experience in client service, financial services, or retirement plan operations or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
- Proven experience working with retirement products and services such as Excess Plans, 457(b), 457(f), 401(k), 403(b), defined benefit arrangements, or other non qualified offerings.
Work Authorization/SponsorshipAt this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
Nonimmigrant Workers and Green Card for Employment-Based Immigrants
Investment Code of EthicsFor Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
