Manages the day to day activities of a 401(K) client services team to ensure delivery of optimal service. Typically manages 4-5 401(k) Specialists. Maintains high visibility within a fast-paced, dynamic environment with an emphasis on high levels of statistical achievement. Balances statistical achievement with quality of service initiatives to ensure that all clients receive accurate, professional and timely responses to inquiries/issues. Ensures seamless client service through regular interfaces with internal business partners such as payroll and all our Support Groups. Utilize extensive 401(K) product knowledge and experience to support staff resolving 401(K) product and service issues. Implements enhancements in product and service levels to all service associate levels and provides measurements of success accordingly. Provides a vehicle through which procedural modifications, changing business needs and expansion of services for existing clients may be implemented without causing undue stress on the client population or the service team staff. Determines training requirements; manages human resource issues and performance for the team. Provide communication with payroll regions and other 401(K) departments to resolve client issues. Business travel may be required.
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Qualifications Required: