Defined Contribution Client Success Manager

This is a fully remote position, open to applicants in Illinois.

📋 Description

• Manage the daily operational performance for designated clients and operations teams.

• Collaborate with support functions such as customer care and technology, acting as the primary point of contact for clients.

• Assist the Senior Client Manager/Client Leader in providing high-quality solutions.

• Employ effective communication skills to engage with clients.

• Address inquiries related to unique situations, participant questions, client escalations, and requirements.

• Oversee the operations of a client team by developing talent and delegating responsibilities.

• Maintain regular communication with clients regarding all facets of daily operations.

• Drive consistent and stable delivery from both internal and external partners.

• Leverage data to promote standardization and process innovation.

• Manage defined contribution plans while understanding their impact on clients and participants.

⛳️ Requirements

• A minimum of 3 years of experience in Defined Contribution.

• Familiarity with Defined Contribution recordkeeping systems.

• Strong communication skills and the ability to influence on domain and technical issues.

• Demonstrated analytical skills and attention to detail when handling complex data.

• Solutions-oriented mindset and capability to report data to stakeholders.

• Management and organizational skills with a capacity to adapt to change.

• Experience in coaching and effectively utilizing the work of others.

🏝️ Benefits

• Health, dental, and vision coverage starting from Day One.

• Wellbeing programs.

• Retirement plans with matching contributions.

• Generous time off policies.

• Parental leave.

• Opportunities for continuing education.

• Career growth prospects.