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.
<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
<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.
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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