Associate Staffing ยท 1 week ago
ESOP Sr. Client Service Manager 1
Charlotte, NC
Full-time
Hybrid
Senior Level
$82K/yr - $115K/yr
6+ years expAssociate Staffing is a Fortune 500 financial services corporation, specializing in investment, insurance, and retirement solutions. The ESOP Sr. Client Service Manager will oversee the annual administration process for ESOP clients, ensuring growth and profitability while serving as a liaison between various stakeholders.
Staffing & Recruiting
Responsibilities
Overseeing the annual administration process for ESOP clients to ensure growth, profitability and retention in retirement services
Liaison between client management team, internal, and external advisors to facilitate communication, resolve issues by providing prompt services and meeting client expectations
Works collaboratively with Client Service Managers to analyze client source data, interpret individual custom plan documents, prepare employee status, and plan level trust/financial reports, process complex allocation transactions, and compliance testing
Primary contact for a designated group of clients
Build strong relationships by maintaining regular verbal and written communication to support the client needs
Lead and coordinate the ESOP annual process with both internal and external partners
Documenting plan specific components to ensure accurate recordkeeping
Provide feedback for administrative best practices
Possess advanced knowledge and expertise in a technical subject for ESOP
Provide expert advice, recommendations, and solutions to internal teams on complex issues and challenges
Serve as an IT resource for business application systems
Promote team development through shared knowledge and information with team members in working to resolve complex situations and provide technical assistance to other internal roles on procedures and task related problems
Qualification
Required
6+ years of accounting or finance experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education with at least 3 years of ESOP experience
Must be a subject matter expert in a technical field with the ability to anticipate and recognize unusual or complex situations
Organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines
Must have the ability to balance working independently while working in a team environment
Effective communication skills, both verbal and written, with the ability to convey complex information clearly and concisely
Must possess excellent leadership, communication, presentation, facilitation, planning and decision-making skills meet customer needs and achieve overall goals
Preferred
Associates or Bachelor's degree preferred
Company
Associate Staffing
Associate Staffing is a professional staffing firm providing top technology and financial talent to Fortune 500, 1000, and mid-market firms nationwide.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Michael Norton
Chief Executive Officer
James Brickey
Under contract working onsite at Wells Fargo in ECMO
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