Manager-Client Service NQ -- Remote | WFH
Job Posting for Manager-Client Service NQ -- Remote | WFH at Get It Recruit - Finance
Job Overview
We are seeking a dynamic Manager to lead our Client Focused Non-Qualified team. In this pivotal role, you will champion a team of Client Service Managers, fostering growth, client retention, and operational efficiency while ensuring risk mitigation.
As a leader, you will navigate change with finesse, driving positive transformation within our department. Your responsibilities will include managing a division of our institutional client market, guaranteeing the delivery of high-quality, efficient, and timely services that exceed customer expectations. Building strong relationships with both internal and external stakeholders will be essential to uphold our service standards and ensure client satisfaction.
Key Responsibilities
Application Deadline: Applications will be accepted for 3 full days following the original posting date, with potential for extension based on received applications. Please submit your application promptly to ensure consideration.
Thank you for considering a career with us!
Note: Principal does not provide sponsorship for work authorization (e.g., F1-OPT, H-1B) for employment in the United States at this time.
Employment Type: Full-Time
We are seeking a dynamic Manager to lead our Client Focused Non-Qualified team. In this pivotal role, you will champion a team of Client Service Managers, fostering growth, client retention, and operational efficiency while ensuring risk mitigation.
As a leader, you will navigate change with finesse, driving positive transformation within our department. Your responsibilities will include managing a division of our institutional client market, guaranteeing the delivery of high-quality, efficient, and timely services that exceed customer expectations. Building strong relationships with both internal and external stakeholders will be essential to uphold our service standards and ensure client satisfaction.
Key Responsibilities
- Lead and mentor a team of Client Service Managers, providing guidance, development opportunities, and cross-training to achieve team objectives efficiently.
- Manage the growth, retention, satisfaction, and profitability of client relationships, assets, and plans, gathering feedback to drive innovation and maintain market leadership.
- Collaborate with internal and external partners to develop and implement strategies that enhance client service delivery.
- Set and achieve metrics related to efficiency, execution, staffing, and process documentation, ensuring operational excellence.
- Act as a point of escalation for critical and sensitive issues, driving timely resolution and ownership.
- Participate in strategic projects and SWAT-related activities to contribute to the continuous improvement of our services.
- Bachelor's degree or equivalent experience required, with a minimum of 5 years of related work experience.
- Strong leadership skills with a proven ability to solve problems, communicate effectively, and negotiate.
- Registration as a General Securities Representative (Series 7) or Investment Company and Variable Contracts Representative (Series 6) and Operations Professional preferred; candidates without these registrations must acquire them within nine months of hire.
- Prior experience in non-qualified plans is advantageous.
- Knowledge of the retirement industry and company projects is a plus.
- Willingness to travel overnight when required.
- Salary Range: $77,350 - $147,600 per year
- Flexible Time Off (FTO) program for salaried (exempt) employees
- Pension eligibility
- Work arrangements include in-office, hybrid, and remote options
- Principal is an Equal Opportunity Employer
Application Deadline: Applications will be accepted for 3 full days following the original posting date, with potential for extension based on received applications. Please submit your application promptly to ensure consideration.
Thank you for considering a career with us!
Note: Principal does not provide sponsorship for work authorization (e.g., F1-OPT, H-1B) for employment in the United States at this time.
Employment Type: Full-Time
Salary : $77,350 - $147,600
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Estimate Salary for Manager-Client Service NQ -- Remote | WFH in Raleigh, NC
$108,331 (Medium)
$92,612 (25th)
$124,050 (75th)
For Employer
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