Great-West Financial Empower Retirement

Client Service Manager - 401(k)

US-CO-Denver (DTC)
4 weeks ago
Job ID
14881
# Positions
1
Category
Account Operations

Position Highlights

Be Bold Be Brilliant

 

Would you like to be a part of one of America's leading financial services firms? Great-West Financial is the nation’s second largest insurer in sales of individual life insurance through banks. We also offer annuity and executive benefits products. Under Empower Retirement, we provide employer sponsored retirement plans as the nation’s second largest retirement plan provider.

 

Our over 5,000 associates across 40 locations across the country provide world class service to:

 

30,000+ employer sponsored retirement plans

8 million+ employees participating in their employer-sponsored retirement plan

467,700+ individual life insurance and annuity accounts

$460 billion+ total assets under administration

 

 

Empower Retirement has an opening for a Client Services Manager. We are growing and need retirement experts to support our clients!

 

This individual serves as the primary operational contact, representing Empower Retirement, for a block of retirement plans. This individual is accountable for overall delivery of service to our customers. The individual will manage daily communications with internal and external parties to maintain and develop strong client relationships; manage and coordinate plan administration; lead client meetings and/or conference calls; proactively maintain plan issues history/log and address these items within required timeframes.

 

Primary Responsibilities

  • Proactively follows up on outstanding issues with internal functional areas as well as with external clients. Typical issues may be related to: plan set-up, plan documents, contributions, loans, distributions, enrollment, coordination of plan-level contact or plan changes, product changes, fund adds/eliminations, plan amendments, statement narratives, statement reviews, banking/division/pay center changes, forms customization or updates, and pricing changes/recoveries.
  • Proactively addresses and communicates essential recordkeeping information to stakeholders during each plan year, including but not limited to, compliance testing results, plan amendment requests, plan design issues, regulatory changes, product enhancements, and new website functionality.
  • Ensures issues are being resolved and clients are kept apprised of progress ensuring highest level of customer service and satisfaction. Typically handles moderately complex problems/issues and refers more complex issues to senior staff. Educates clients on plan provisions and functionality of PSC, PartnerLink, and EIVR
  • Coordinates production and/or rollout of custom or specialized reporting for clients as required.
  • Promptly handles escalated issues requiring special handling through coordination with various internal departments including functional processing areas, legal, compliance, systems, financial control, technical support, etc.
  • Participates in and/or coordinates conference calls and meetings to consult and assist client with questions or issue resolution.

Qualifications

  • Associates Degree, preferably in Business, Finance or a related field.
  • Three years of experience in financial services industry.
  • Knowledge of Microsoft Office Suite
  • Excellent written and verbal communication and presentation skills
  • Ability to multi-task, prioritize, and problem-solve effectively.



The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this job. They are not intended to be an exhaustive list of responsibilities, duties and skills.

About Great-West Financial

At Great-West Financial® and Empower Retirement, our more than 5,700 global associates are dedicated to helping customers secure their financial futures. We offer a range of retirement savings products, life insurance, annuities and investment services from offices across the country. If you’re interested in joining a company that enjoys a record of strong performance and is rich in history yet innovative, bold and transformative, then our organization is an outstanding place for you to grow and succeed. We’re an equal opportunity employer dedicated to workforce diversity. We’re also committed to providing a drug-free workplace.

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