Non-Qualified Client Service Manager

Bachelor’s degree in a business related field or an equivalent combination of education and industry experience
4 or more years of experience in Retirement Services
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations
Ability to write reports, business correspondence, and procedure manuals
Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
Effective time management and organization skills
Ability to apply advanced mathematical concepts utilizing Excel and accounting database software programs

Administer and maintain documentation and record keeping, plan statements, and communication of information to clients
Provide client support and customer service on day-to-day inquiries from clients
Respond to client requests in both oral and written communication
Act in a pro-active manner with assigned clients, advisors and partners to build and retain relationships
Responsible for interpreting plan documents for client plan administration
Provide calculations and amounts to plan sponsors, communication of fund actions and consult with clients to answer inquiries, research and resolve issues, provide legal updates, and respond to requests for specialized reports
Assist plan sponsor, partners and intermediaries on the utilization of web-based applications and deliver web demonstrations for financial advisors and plan sponsors
Work with clients to correct and fund payroll items and handle distribution requests
Manage enrollment events with Plan Sponsors and necessary internal teams including coordinating the development of enrollment materials and education
Participate in sales finals presentations and other client meetings

Work with non-qualified deferred compensation or 457(b) and 457(f) plans preferred