Manager-retirement Client Services Training
4 weeks ago
**Section 1: Position Summary**
Responsible for managing a team of Client Services coaches. Responsible for implementing a Learning and Development and associate onboarding strategy that will lead to increased client satisfaction, client retention and a positive associate experience. Partners with leadership to determine department and associate needs and create learning and development strategies related to those needs. The Manager will lead the Client Services team in creating an environment that promotes achievement and professional growth.
**Section 2: Job Functions, Essential Duties and Responsibilities**
- _ Create the ongoing Learning and Development program in accordance with business needs, updated ERISA/IRS/DOL regulatory requirements, and client/partner service level commitments._
- _Develop Client Services team holistically on industry knowledge, general business skills and professional development._
- _Provide leadership team members within Client Services with substantial, regular feedback on new hire training and associate performance, including the review of key milestone reports for both new hires and existing associates._
- _Partner with Corporate Learning and Development team related to the creation of technical, product and soft skill training programs to supplement the new associate orientation program. Assess training needs and re-training requirements across Client Services._
- _Motivate, lead and support team members to provide excellent customer service by ensuring that staff is properly trained to respond to inquiries in a professional manner._
- _Create and implement innovative strategies to educate associates with various learning styles._
- _Ensure the quality and consistency of course content semiannually, identifying reinforcement opportunities. _
- _Responsible for providing team members with substantive, periodic feedback on performance, including the completion of performance planning, performance updates and the annual performance appraisal._
- Responsible for protecting and securing all client data held by Ascensus to ensure against unauthorized access to and/or improper transmission of information that could result in harm to a client.
- The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.
**Supervision**
- Responsible to supervise a team of Client Services Coaches
**Section 3: Experience, Skills, Knowledge Requirements**
- Bachelor’s Degree required; adult learning experience preferred
- Advanced degree or industry specific certification (ASPPA, CEBS, etc.) strongly preferred
- 3-5 years supervisor/managerial industry experience
- 7-10 years overall industry experience
- Proficiency with Microsoft Office.
- Excellent analytical and problem solving skills
- Ability to work well under pressure with multiple priorities and deadlines
- Superior interpersonal skills
- Superior presentation skills
- Superior written and oral communication skills
- Superior conflict resolution skills
- Superior project management skills
- Superior coaching and mentoring skills
- Ability to travel as required
We are proud to be an Equal Opportunity Employer
-
Relationship Manager, Retirement Plan Services
2 weeks ago
AUSTIN, United States Charles Schwab Full timePosition Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Charles Schwab has been a leader in financial services for over four decades, working to make investing more...
-
Training Services Coordination and Logistics
3 weeks ago
Austin, United States Conduent Business Services, LLC Full timeThrough our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. You have an opportunity to personally thrive, make a difference and be part of a culture where individuality is...
-
Client Services Manager
5 days ago
Austin, United States The Ladders Full timeJob Summary The Client Services Manager is responsible for the client experience through the managing, coaching and developing the Associate Investment Coordinator, Investment Coordinator and Wealth Coordinator roles at UFCU Investment Services through CUSO Financial L.P. The areas of focus as it pertains to the client experience will include the use of...
-
Client Service Manager
3 days ago
Austin, United States Gallagher Full timeAbout Us: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...
-
Client Service Manager
3 weeks ago
Austin, United States Gallagher Full timeAbout Us: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...
-
Client Service Manager
2 weeks ago
Austin, United States Gallagher Full timeAbout Us: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...
-
Relationship Manager, Retirement Plan Services
2 weeks ago
Austin, TX, United States Charles Schwab Full timePosition Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Charles Schwab has been a leader in financial services for over four decades, working to make investing more...
-
Client Services Manager III
1 month ago
Austin, United States Schenker & Co AG Full timeJob Overview Responsible for the day-to-day management of DB Schenker global accounts ensuring client satisfaction, support of global sales strategy and maintaining acceptable levels of service through coordination of operational requirements. Position will be based onsite at one of our key strategic accounts.What will you enjoy doing (duties/tasks) •...
-
Client Services Manager III
2 months ago
Austin, Texas, United States Schenker, Inc. Full timeJob OverviewResponsible for the day-to-day management of DB Schenker global accounts ensuring client satisfaction, support of global sales strategy and maintaining acceptable levels of service through coordination of operational requirements. Position will be based onsite at one of our key strategic accounts.What will you enjoy doing (duties/tasks) Manages...
-
Customer Service
4 weeks ago
Austin, United States STN, inc. Full timeJob DescriptionJob DescriptionSTN Promotions is a fast-growing business management firm that elevates our clients' growth with innovative customer service, sales, and marketing techniques. We are currently looking to hire a dynamic and creative entry-level Customer Service Representative to engage our consumer audience in acquisitions and existing...
-
Customer Service
3 weeks ago
Austin, United States STN, inc. Full timeJob DescriptionJob DescriptionSTN Promotions is a fast-growing business management firm that elevates our clients' growth with innovative customer service, sales, and marketing techniques. We are currently looking to hire a dynamic and creative entry-level Customer Service Representative to engage our consumer audience in acquisitions and existing...
-
Customer Service
2 weeks ago
Austin, United States STN, inc. Full timeJob DescriptionJob DescriptionSTN Promotions is a fast-growing business management firm that elevates our clients' growth with innovative customer service, sales, and marketing techniques. We are currently looking to hire a dynamic and creative entry-level Customer Service Representative to engage our consumer audience in acquisitions and existing...
-
Customer Service
1 week ago
Austin, United States STN, inc. Full timeJob DescriptionJob DescriptionSTN Promotions is a fast-growing business management firm that elevates our clients' growth with innovative customer service, sales, and marketing techniques. We are currently looking to hire a dynamic and creative entry-level Customer Service Representative to engage our consumer audience in acquisitions and existing...
-
Customer Service
3 days ago
Austin, United States STN, inc. Full timeJob DescriptionJob DescriptionSTN Promotions is a fast-growing business management firm that elevates our clients' growth with innovative customer service, sales, and marketing techniques. We are currently looking to hire a dynamic and creative entry-level Customer Service Representative to engage our consumer audience in acquisitions and existing...
-
Client Services Specialist
1 week ago
Austin, United States Kestra Holdings Full timeABOUT US:Come join the dynamic team at Kestra Financial! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has...
-
Client Services Specialist
3 weeks ago
Austin, United States Kestra Holdings Full timeABOUT US:Come join the dynamic team at Kestra Financial! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has...
-
Retirement Plan Education Manager
1 week ago
Austin, United States Sentry Insurance Full timeWe focus on the future and want to help you do the same. Sentry is seeking an experienced Retirement Plan Education Manager to join our team. As a Retirement Plan Education Manager, you will manage and develop a team of Retirement Plan Education specialists responsible for the education and enrollment of Sentry’s retirement plan customers. In coordination...
-
Retirement Plan Education Manager
1 week ago
Austin, United States Sentry Insurance Full timeWe focus on the future and want to help you do the same. Sentry is seeking an experienced Retirement Plan Education Manager to join our team. As a Retirement Plan Education Manager, you will manage and develop a team of Retirement Plan Education specialists responsible for the education and enrollment of Sentry’s retirement plan customers. In coordination...
-
Retirement Plan Administrator
4 weeks ago
Austin, United States Employee Incentive Plans, Inc Full timeCompany Description Employee Incentive Plans, Inc is a retirement plan and wealth management services provider based in Austin, TX. We specialize in retirement planning and investment management, offering highly specialized expertise with diligence and professionalism. Our focus is always on our clients' goals, whether they are employers sponsoring a...
-
Retirement Plan Administrator
1 month ago
Austin, United States Employee Incentive Plans Full timeCompany Description Employee Incentive Plans, Inc is a retirement plan and wealth management services provider based in Austin, TX. We specialize in retirement planning and investment management, offering highly specialized expertise with diligence and professionalism. Our focus is always on our clients' goals, whether they are employers sponsoring a...
