Great-West Financial Empower Retirement

  • Sr Client Service Manager - Government 457

    Location US-CO-Denver (DTC) | US-WI-Milwaukee | US-MA-Andover | US-KS-Overland Park
    Posted Date 2 weeks ago(4/5/2018 1:02 PM)
    Job ID
    15389
    # Positions
    1
    Category
    Account Operations
  • Position Highlights

    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

     

     

    The Senior Client Service Manager will serves as a contact for several large Government employers for their retirement plan and is accountable for the overall delivery of service to our customers, resolving complex operational and compliance issues. Must understand all aspects of compliance testing and plan design. Manages daily communications with internal and external parties to maintain, retain and develop strong client relationships; manages and coordinates plan administration; leads client meetings and conference calls; proactively maintains plan issues history/log and addresses these items within the 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, 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, 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 the most complex issues/problems. 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.
    • Acts as a resource and guides and advises (trains and mentors) less experienced staff.

    Qualifications

    • Associates Degree, preferably in Business, Finance or a related field.
    • FINRA 6 registration permitted, but not required. Corporate-established timelines apply to permitted registrations.
    • Five years of experience in retirement services industry.
    • Demonstrated knowledge of ERISA
    • Knowledge of Microsoft Office Suite.
    • Excellent written and verbal communication skills.
    • Able to multi-task, prioritize, and problem-solve effectively.
    • Intermediate level of autonomy and degree of decision making and escalates high impact decisions to management
    • Cross-functional collaboration with legal, compliance, systems, distributions/loans, technical support
    • Works with a wide audience, including management and frontline associates
    • No supervisory responsibilities

     


    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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