RS - Dedicated Client Services Support 170772
Posted Updated
Handle day to day activities of clients as a CSM for the book of business as assigned
End to End ownership of clients and act as a one stop shop for all 401(k) queries
Support call volumes/email volumes when there is a business requirement
Support other members of your POD at all times
Ensure consistent standards and guidelines are used for all client contacts whether external or internal
Work towards improving the overall OSAT score
Attend Client Meetings/ Calls
Lead Process Improvement Initiatives
Capable of adapting to different working styles as per the client requirement
Attend call calibration sessions
Liaise with the SMEs to ensure timely resolution of client issues
Willingness to accept stretch assignments as and when required
Ensure zero E&O for your book of business as well as your other POD clients
Handle escalations if required
Attend compliance summits/weekend meetings as required
##LI-DNI