Senior Client Service Manager
- Advanced from 401(k) Plan Specialist to Senior Client Service Manager, leading strategic service delivery for a Multiple Employer Retirement Plan serving 6,000+ clients.
- Directed South Regional team, leading up to 25 associates in client services and retirement plan operations, enhancing team effectiveness.
- Developed and implemented KPIs and performance metrics, resulting in improved service delivery and increased customer satisfaction.
- Resolve high-level client escalations, restoring trust and strengthening long-term relationships.
- Serve as subject matter expert on complex compliance topics, including Control and Affiliated Service Groups, payroll, and fringe benefits.
- Collaborate cross-functionally with legal, finance, HR business partners, payroll teams, and external recordkeepers to ensure accuracy and compliance.
- Oversee compliance testing and manage annual regulatory processes, including 5330 Excise Tax filings and plan deconversions.
- Achieved annual cost reductions through strategic planning and process optimization, optimizing vendor relationships.
- Recruit, hire, and onboard talent while contributing to department-wide hiring strategies.
