ESOP Sr. Client Service Manager 2 jobs in United States
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Associate Staffing ยท 1 week ago

ESOP Sr. Client Service Manager 2

positionCharlotte, NC
timeFull-time
remoteHybrid
senioritySenior Level, Lead/Staff
money$82K/yr - $115K/yr
date8+ years exp

Associate Staffing is a Fortune 500 financial services corporation specializing in investment, insurance, and retirement solutions. The ESOP Sr. Client Service Manager 2 will serve as a liaison between the client management team and advisors, ensuring effective communication and client satisfaction while also training and developing the team.

Staffing & Recruiting

Responsibilities

Liaison between client management team, internal, and external advisors to facilitate communication, resolve issues by providing prompt services and meeting client expectations
Along with taking on the crucial role of training and developing our team and supporting prospects with our sales team
Proactively assist clients in understanding requirements, plan language and provide a wide range of services and proactive consulting in a talented team environment

Qualification

ESOP experienceAccountingFinanceLeadership skillsCommunication skillsPlanning skillsInfluencing skillsOrganizational skillsAttention to detailPresentation skillsFacilitation skillsDecision-making skillsResults orientedAdaptability

Required

8+ 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 4 years of ESOP experience
Organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines
Must be a subject matter expert in a technical field with the ability to anticipate and recognize unusual or complex situations
Must possess excellent leadership, communication, presentation, facilitation, planning and decision-making skills
Must be results oriented and able to adapt and deal with ambiguous situations and manage expectations
Must be able to work with people at all levels with ability to influence others without formal authority

Preferred

Bachelor's degree preferred

Company

Associate Staffing

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Associate Staffing is a professional staffing firm providing top technology and financial talent to Fortune 500, 1000, and mid-market firms nationwide.
dateFounded in 2008
location
Charlotte, North Carolina, US
people-size201-500 employees
web-link
http://www.astaffing.com

Funding

Current Stage
Growth Stage

Leadership Team

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Michael Norton
Chief Executive Officer
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James Brickey
Under contract working onsite at Wells Fargo in ECMO
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Company data provided by crunchbase