Director, Client Services

New Yesterday

Be among the first 25 applicants Position Purpose The Director of Client Services is responsible for leading a team of up to 15 service associates and developing strong working relationships with institutional partners, third party intermediaries and clients. The individual will have a minimum of 5 - 10 years experience in retirement client service in a full service daily valuation environment, and preferably Prevailing Wage / Davis-Bacon knowledge. This position will be responsible for the execution of a consultative service model that will meet and exceed client expectations; maintaining a high level of customer service resulting in positive Net Promoter scores; developing and maintaining strong operational controls. Essential Duties And Responsibilities Associate Leadership Motivate, lead and support your team to provide excellent customer service. Ensure that teams are equipped to respond to clients and internal teams in a professional and consultative manner to create value to the client. Establish and manage team deliverables, ensuring that service level objectives are consistently met or exceeded. Provide leadership and associates with constant feedback on performance and areas of improvement; this includes conducting performance reviews. Conduct regular team meetings with leadership and teams providing updates, and receiving feedback. Provide guidance and support to team on a daily basis to effectively and swiftly resolve escalated issues. Assist in escalating and/or prioritizing items needed from operational areas. Proactively implement strategies to improve associate satisfaction and deliver results. Encourage a culture where associates can take appropriate risks. Serving Clients Act as senior leader for prospects, clients and advisors looking for executive presence in sales and service meetings. Ensure plans are in place and operating to ensure satisfaction and retention of key clients. Develop professional relationships with internal teams, institutional partners and intermediaries to move the organization forward for our associates and clients. Actively advocate for employers and intermediaries across the organization. Strategic Activities Team with leadership and peers to create strategy and vision for the Employer Services and Solutions organization. Develop project plans and teams to achieve strategy and vision. Keep abreast of competitors’ best practices and innovative solutions. Monitor department performance and statistical reporting, understand open issues and workload demands to effectively and efficiently mobilize resources. Identify areas of improvement including workflows, policies, technology, products and training. Develop improvement plans, gain support and execute. Work with peers on the leadership team to identify global issues and opportunities for improvement, make recommendations and implement change. Skillfully pivot as needed. Requirements Bachelor’s degree in business, finance, accounting, or related field. Prevailing Wage knowledge and experience 7-10 years client experience in retirement services Demonstrated ability to lead with strong management skills. Excellent written and oral communication skills. Professional demeanor and experience with client meetings. Excellent analytical and problem solving skills. Detail oriented and proven ability to work well within given timeframes and standards. Ability to multi-task and handle multiple priorities. The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture. Percent travel: 25% travel required. Salary: The national average salary range for this role is $110-120k in base pay, exclusive of bonuses and benefits. Actual salary offered will vary based on location, experience, performance, and internal pay alignment. Benefits may include 401(k) match, medical, dental, vision, paid time off, etc. For more information, please visit careers.ascensus.com/#Benefits. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, please apply directly through our website.
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Location:
Florida, NY, United States
Job Type:
FullTime
Category:
Marketing & Media

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