Non-Qualified Client Service Manager

JOB SUMMARY: Client Service Manager who will administer and maintain service and communications with our Non-Qualified plan clients.

ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

• Administer and maintain; documentation and record keeping, plan statements, and communication of information to client, and assist to modify and enhance plan administration processes within the limits of established policy.

• Provide client support and customer service on day-to-day inquiries from clients.

• Respond to client requests in both oral and written communication.

• Act in a pro-active manner with assigned clients, advisors and partners to build and retain relationships.

• Responsible for interpreting plan documents for client plan administration.

• Provide calculations and amounts to plan sponsors, communicat...