Great-West Financial Empower Retirement

  • Retirement Plan Client Services Manager - MidMarket 401(k)

    Location US-CO-Denver (DTC) | US-WI-Milwaukee
    Posted Date 4 weeks ago(10/23/2018 11:15 AM)
    Job ID
    16388
    # 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

     

     

    Empower Retirement is currently seeking a 401(k) Client Service Manager for our operations in Denver. This person will be the primary contact for a specified block of 401(k) business, and is responsible for overall client satisfaction on the assigned business. You will need to effectively use available resources to independently resolve a variety of issues, including inquiries on Compliance, the Plan Administrators website, Tax Reporting, Audits, Re-Pricing of contracts, Broker commissions, Investment Options, Plan and Contract Terminations and all related SEC and IRS guidelines. In addition, you will need to have knowledge of ERISA and IRS codes 401(a), 401(k), Profit Sharing and related retirement plans. This is a non-commissioned, salaried position.

    Primary Responsibilities

    • Effectively use available resources to independently resolve a variety of issues with all levels of clients, including inquiries on Compliance, the Plan Administrators website, Tax Reporting, Audits, Re-Pricing of contracts, Broker commissions, Investment Options, Plan and Contract Terminations and all related SEC and IRS guidelines.
    • Respond to Plan Sponsors in a professional and timely manner concerning issues or questions.
    • Respond to clients by reviewing and responding to incoming e-mail volume.
    • Promote client retention and identify opportunities to build existing relationships through timely service quality.
    • Proactively communicate with Advisors, Third Party Administrators and Plan Sponsors to discuss efficiency training and education, helping them manage and grow their business.
    • Provide value - add solutions to increase operational efficiencies within the client and their retirement plan operations.
    • Collaborate with internal partners in delivery of timely and accurate information in response to inquiries and/or service issues.
    • Assist with the introduction of new products and services.
    • Research and respond to client retirement plan questions.
    • Resolve complex situations or requests. This includes but is not limited to: operational enhancements, researching historical transactions and complaints.

    Qualifications

    • Bachelors Degree in business related field
    • At least two years of experience with Retirement Plans or other retirement plan administration, including knowledge of Basic Plan Documents and Adoption Agreements.
    • Strong customer contact skills, along with excellent interpersonal, verbal, and written communication skills.
    • Team orientation with the ability to act as a resource for development of the team's effectiveness.
    • Positive attitude, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics.
    • Ability to multi-task, including speaking with customers over the phone, assessing their needs, researching information on the computer and providing clients with options at one time.  
    • Managing multiple tasks and projects.
    • Thorough knowledge of MS Word, Excel and PowerPoint.
    • Established problem solving skills, with limited supervision.



    Disclaimer: 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 all duties.

    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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