Company:Marsh McLennan Agency
Description:Compass Financial Partners, a division of MMA Securities LLC.
Senior Compliance Client Service Manager
A day in the life.
As Senior Compliance Client Service Manager, you will serve as a consultative resource to the firm’s institutional clientele, building relationships with clients while supporting both day-to-day and complex plan design and compliance related inquiries. Your responsibilities include providing client service management support to the team and supporting the firm’s Institutional Consultants and Relationship Managers. Your in-depth understanding of technical client needs will help you anticipate issues and proactively provide solutions.
Our future colleague.
We’d love to meet you if your professional track record includes these skills:
- Bachelor's degree
- Minimum of 10 years of relationship/client service management experience required
- A student of the industry with demonstrated confidence of topical knowledge; demonstrate knowledge of defined contribution financial products and services
- Prior ERISA compliance experience required
- Relevant industry designations preferred (i.e. Qualified 401(k) Administrator (QKA)®; Qualified 401(k) Consultant (QKC); Enrolled Retirement Plan Agent (ERPA); Qualified Pension Administrator (QPA); Tax-Exempt & Governmental Plan Consultant (TGPC)
Valuable benefits
We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.
Some benefits included in this role are:
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work environment
- Charitable contribution match programs
- Stock purchase opportunities
To learn more about a career at MMA, check us out our or flip through recruiting brochure.
Follow us on social media to meet our colleagues and see what makes us tick: