Client Service Manager

Responsibilities

• Proactively address and communicate essential recordkeeping information to stakeholders during each plan year, including compliance testing results, plan amendment requests, plan design issues, regulatory changes, product enhancements, and new website functionality
• Ensure issues are being resolved and clients are kept apprised of progress ensuring highest level of client service and satisfaction
• Coordinate production and rollout of custom or specialized reporting for clients
• Promptly handle escalated issues requiring special handling through coordination with various internal departments including functional processing areas, legal, compliance, systems, financial control, and technical support