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Lead Spec Client Service Management
2 months ago
Grow your career with a growing organization
Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.
This is a client facing role within a Service Team environment, which will consist of analyzing, interpreting client requirements. Lead serves as first line of contact in the absence of manager in providing support or respond to any questions from the Client. The individual does not have direct reports, however, serves as mentor, facilitator, and resource for team. Executes oversight on activities to ensure interdepartmental deliveries are monitored. The Lead Spec/Analyst is responsible for taking on leadership role and includes training others, and providing guidance, determining own methods and procedures. Performs a review of work, on the internal record keeping system to ensure inquiries are accurately resolved i.e., prior to and after processing.
ESSENTIAL FUNCTIONS:
Handles complex request including priority, monetary & non-monetary, customized requirement received from client. Perform role of quality checker for team and perform RCA to reduce the errors and improve overall teams’ quality trends. Manage daily communications with internal and external parties to maintain and develop strong client relationship. Collaborate with internal & external groups to identify, analyze, and proactively resolve issues. Would act as SME of the process as the role demands trouble shooting and floor support for the team. Should be able to track and assign work requests with a deep understanding of operations systems and process. Implement opportunities for efficiency (organizational alignment & optimization) Demonstrate active engagement through meeting participation, feedback sessions, and flexibility. Follow quality control procedures to avoid data breaches or gain/loss issues. Ensures issues are being resolved and clients/partners are kept apprised of progress ensuring highest level of client service and satisfaction. Ensures superior client satisfaction by resolving issues swiftly and act as an advocate for clients. Exercise discretion and judgment with respect to matters of significance such as resolving queries, reporting of issues/escalated transactions. Work in conjunction with individuals on the team as well as other business units, shared services, partners as needed to resolve issues/discrepancies and ensure client satisfaction through seamless processing, accuracy, and adherence to all SLAs/internal standards/guidelines. Exceptional training abilities with hands on experience in designing SOPs, training plan and assessments etc. Monitor deliverables by tracking activity, escalating issues, publishing progress reports and dashboards and recommend actions. Accountability: Demonstrates reliability by taking necessary actions to ensure issues are resolved within the set deadlines Global Collaboration: Applies global perspective when working within the Team and reach out to relevant stakeholders to avoid any delay in resolving queries Communication: Articulates information clearly and presents information effectively and confidently when working with others Time Management: Ability to multi-task, prioritize, and problem-solve effectively. Promptly handles escalated issue/s Subject Matters Expertise: Should know end to end of process and assist downstream team with any queries related to the request. People: Mentor and groom people to become an SME of the process by sharing knowledge & conduct assessment to bridge any gap in the process Participate in Calls: Should lead the Segment level calls with Senior Client Service Managers Trainings: Conduct process training for new hires in the teamQUALIFICATIONS:
6+ years’ experience in 401k industry. Cross functional experience such as loans, enrollment, payroll support, compliance, audit is must Knowledge of ERISA, DOL and applicable IRS regulations related to retirement Strong interpersonal skills and attention to details·Must be deadline oriented ensuring issues are being resolved and clients are kept apprised of progress ensuring highest level of client service and satisfaction Highly proficient in Microsoft Office Suite programs·Should have good oral and written communication skills as the role demands extensive partner communication via calls and emails. Eye to detail-oriented candidature with Strong analytical, interpersonal, and organizational skills Bachelor’s Degree is a must SPARK/AASPA certified#LI-DNI #LI-DNP
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.