Great-West Financial Empower Retirement

  • Client Service Manager - Large/Mega 401(k)

    Location US-KS-Overland Park | US-CO-Denver (DTC) | US-MA-Andover
    Posted Date 6 days ago(10/10/2018 11:22 AM)
    Job ID
    16310
    # 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 Client Service Manager serves as the primary contact, representing Empower Retirement/Great-West Financial for a specified block of retirement plans. Accountable for overall delivery of service to our customers. Manages daily communications with internal and external parties to maintain and develop strong client relationships; manages and coordinates plan administration; leads client meetings and/or conference calls; proactively maintains plan issues history/log and addresses 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 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 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

    <ul><li>Associates Degree, preferably in Business, Finance or a related field.

    <li>FINRA 6 registration permitted, but not required. Corporate-established
    timelines apply to permitted registrations.
    <li>FINRA fingerprinting required.

    <li>Three years of experience in financial services industry.
    <li>Knowledge of Microsoft Office Suite
    <li>Knowledge of ERISA, DOL and applicable IRS regulations related to
    retirement plans.
    <li>Excellent written and verbal communication and presentation skills
    <li>Ability to multi-task, prioritize, and problem-solve effectively.
    <li>Cross-functional collaboration with legal, compliance, systems,
    distributions/loans, technical support</ul>



    Physical Requirements/Working Conditions: Professional office environment and regular use of office equipment such as computers, phones, fax and copy machines While performing the duties of this job, this role is regularly required to type, reach with hands and arms, sit for long periods of time, read, write reports and correspondence, listen, verbally communicate, present information and respond to questions, collect and analyze data, problem solve, concentrate, follow direction

     

    Some travel may be required

    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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