Job Information
The Retirement Advantage, Inc. (TRA) Associate Manager, Client Services Performance in Can be done remotely in the US, United States
Job Descriptions:
Description:
The Associate Manger is responsible for providing guidance and leadership to a team of Client Services Team Leads & Client Relationship Managers for the purpose of achieving high quality client service.
Responsibilities:
Serve as primary contact for Team Leads and CRMs
Respond, coordinate and track escalated client issues
Support the change process to achieve intended organization and cultural outcomes
Recommend and implement procedure/process improvements to increase production and quality of work
Assist with the development of training for staff members & Team Leads including the coordination of the training schedule and relaying training needs to our Manager of Client Services
Generate & monitor reports for productivity and work tray management in Vivantio & Pension Pro
Complete daily maintenance items within Vivantio
Assist with coordination of off shore resources
Prepare & deliver performance appraisals for a team of Client Relationship Managers
Coordinate with Manager & Leads plan assignments to align with current business model
Prepare production & metric reports and present information to our Director & Manager of Client Services on a timely basis
Leading and/or supporting key projects that seek to enhance existing service and operational models within TRA
Maintain awareness of the laws, regulations, internal policies and procedures appropriate for this position
Outstanding TRA Corporate Citizen dedicated to maintaining TRAs reputation at all times in the communities we touch
Perform other job related duties and special projects as assigned
Required Experience:
Qualifications:
Bachelors Degree (or equivalent experience)
5+ years of defined contribution plan administration experience
Strong communication skills, both written and verbal
Understanding of regulatory aspects of defined contribution plan administration and other defined contribution regulatory issues involving ERISA and IRS Revenue Rulings
Strong organizational and problem solving skills, with the ability to track multiple tasks and issues, set goals and prioritize tasks in a fast paced environment
ASPPA QKA or ERPA designation, or approved equivalent, preferred
Keyword: Associate Manager, Client Services Performance
From: The Retirement Advantage, Inc. (TRA)