Full-time Posted June 04, 2026
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Job Description

The Senior Manager Client Services is responsible for managing and overseeing assigned client service activities, at the plan sponsor and advisor level, and for modifying and executing policies. This position is responsible for ensuring high quality service is provided to all plan sponsors and advisors (clients) in an efficient and cost-effective manner and to provide leadership to all members of the team

What you will do

  • Manage and oversee assigned Client Service Managers
  • Ensure high quality service of individual products is provided to all clients in an efficient, cost-effective manner
  • Provide leadership to all members of the team, including their growth and development and job enrichment
  • Ensure legal issues and complaints are handled fairly & consistently
  • Recommended changes to policies and establish procedures that affect immediate organization
  • Meet objectives and determine how to use resources ...

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