Director, Client Service Operations
Texas, United States of America
Full Time
1 week ago
No Visa Sponsorship
Key skills
Leadership
About this role
Role Overview
- Lead a team of Client Service Managers (CSMs) within Workplace Investing
- Responsible for operational functions for Defined Contribution, Non-Qualified, and Health Savings Accounts
- Measure success through client satisfaction, loyalty, and retention results
- Participate in and lead cross-functional initiatives having significant business impact.
Requirements
- Knowledge of DC, NQ, HSA plans and ERISA
- Leadership experience preferred
- Varied experience in providing client service
- Outstanding relationship building and communicator
- Flexible with excellent planning and organizational skills