Associate Staffing · 1 day ago
ESOP Sr. Client Service Manager 2
Charlotte, NC
Full-time
Hybrid
Senior Level, Lead/Staff
$82K/yr - $115K/yr
8+ years expAssociate Staffing is a Fortune 500 financial services corporation specializing in investment, insurance, and retirement solutions. The role involves serving as a liaison between client management and advisors, training and developing the team, and assisting clients with Employee Stock Ownership Plans.
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
You will proactively assist clients in understanding requirements, plan language and provide a wide range of services and proactive consulting in a talented team environment
Qualification
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
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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