Client Service Manager II

Korn Ferry
Columbus, OH Full Time
POSTED ON 7/3/2024 CLOSED ON 7/31/2024

What are the responsibilities and job description for the Client Service Manager II position at Korn Ferry?

Korn Ferry has partnered with our client on their search for the role, Client Service Manager II.


Purpose of the Position

Establish and maintain effective relationships with ESOP clients to ensure growth, profitability and retention in retirement services. Provide high quality, efficient and prompt service, meeting customer expectations. Partner with retirement plan service representatives and client advisors to enhance relationships between customer and company. Independently manage and coordinate all aspects of a multi-process service offering for complex, medium and large institutional sized clients.


Key Responsibilities

  • Perform recordkeeping - accurate client reporting and processing owning the complete process, including TRS & Third Party Recordkeeping Relationships, analyzing client source data, interpreting individual custom plan documents, preparing employee status and plan level trust/financial reports, process complex allocation transactions, produce final client and custom participant statements, determine proper level of participant communication, identify and perform all standard compliance testing and analysis, as well as complex compliance testing which varies for each custom plan, detailed distribution and diversification policies and processing, plan termination and de-conversion, legislation and technical knowledge, and develop extensive working knowledge of various operating systems, such as: mainframe, express, and other proprietary applications necessary to perform job. Perform and prepare custom reports and client/participant communications. As needed, consults with client to determine necessary changes in recordkeeping requirements producing special projects and reports, and comprehensive rework. Anticipate, quickly recognize and research unusual or complex situations independently. Use creative problem-solving skills and in-depth product knowledge for successfully arriving at solutions for retaining clients at-risk and resolving complex client issues, including TRS client issues. Negotiate and implement solutions to meet both customer’s and business unit goals. Provide prompt information and feedback to customers and management. Thoroughly document key decisions as they relate to plan and contract decisions. Create client administration manual, when required.


  • Build and maintain relationships with various levels within the client (to include VPs, CEO & Board Members) and outside advisors. Present a professional image personally as well as in all services provided to support and maintain #1 position in a tight-knit ESOP industry. Develop and maintain effective relationships with internal business partners and other areas. Participate in client visits with consulting or manager to handle administrative relationship visits, client issues and proposals. Build client relationships and promote services by attending regional and national conferences. Demonstrate integrity and professionalism in all interactions both internally and externally. Develop and maintain an extensive client timeline communication throughout the allocation year. Extensive client documentation is required.


  • Maintain/exceed profitability goals by invoicing accurately and timely, monitoring accounts receivable, reviewing client fee schedule, meeting productivity and quality goals.


  • Market company products and services to build and retain customer relationships and assets to include, TRS capabilities, e-distribution, e-diversification, cash management, repurchase liability analysis (MyPerls), segregated accounts, stock offerings, buy-sell, QDROs, Proxy Voting, communication services. Partner with appropriate internal partners to implement and execute new services across various recordkeeping platforms and systems.


The Candidate

Key Responsibilities

  • Participate in new hiring training curriculum. Enhance personal knowledge of legislative developments to anticipate impacts to Plan compliance. Promote team development through shared knowledge and information with team members in working to resolve unusual and/or difficult situations. Provide technical assistance to other internal roles on procedures and task related problems.
  • Perform other job-related duties or special projects as required.


Qualifications

  • 5 years of related work experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education
  • Associates or Bachelor's degree preferred
  • Must be able to travel to client and/or conferences.
  • Requires extensive knowledge and understanding of plan and contract documents, manuals, procedures and company products and services.
  • Must possess good business pillar knowledge and technical skills, including knowledge of Pensions regulations and laws.
  • Must have the ability to balance working independently while working in a team environment.
  • Must possess good grasp of accounting and recordkeeping systems and PC applications, i.e., excel.
  • Must be able to coordinate a large volume of customer activities.


Education

  • Associates or Bachelor's degree preferred


Compensation

  • $120,000 – 150,000 Bonus


SE# 510671816

Salary : $120,000 - $150,000

Client Service Manager - Medical Risk
Hylant -
Columbus, OH
Direct Support Manager
AGENTIC CLIENT SUPPORT SERVICES LLC -
Columbus, OH
Client Planning Manager - Public Buildings Service
GSA -
Columbus, OH

For Employer
Looking for Real-time Job Posting Salary Data?
Keep a pulse on the job market with advanced job matching technology.
If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Client Service Manager II?

Sign up to receive alerts about other jobs on the Client Service Manager II career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$95,712 - $128,199
Income Estimation: 
$136,193 - $185,175
Income Estimation: 
$95,712 - $128,199
Income Estimation: 
$136,193 - $185,175

Sign up to receive alerts about other jobs with skills like those required for the Client Service Manager II.

Click the checkbox next to the jobs that you are interested in.

  • Account Reconciliation Skill

    • Income Estimation: $135,345 - $202,862
  • Accounts Payable Skill

    • Income Estimation: $164,230 - $214,625
This job has expired.
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Korn Ferry

Korn Ferry
Hired Organization Address Wheeling, WV Full Time
The Military Division of Korn Ferry has partnered with our client on their search for a Lead Plant Engineer in Wheeling ...
Korn Ferry
Hired Organization Address Evansville, IN Full Time
DATA SCIENTIST An established financial services firm is seeking a skilled and innovative Applied Data Scientist to join...
Korn Ferry
Hired Organization Address New York, NY Full Time
Korn Ferry has partnered with our client on their search for Director Financial Risk Management. Purpose of the Position...
Korn Ferry
Hired Organization Address Miami, FL Full Time
Korn Ferry has partnered with our client on their search for the role, Marketing Manager. Position Summary Reports To: D...

Not the job you're looking for? Here are some other Client Service Manager II jobs in the Columbus, OH area that may be a better fit.

Client service manager

MCKESSON, Columbus, OH

Service Technician II

Hobart Service, Columbus, OH