DC Client Success Manager

About

The DC Client Success Manager oversees daily operational performance for assigned clients and operations teams. They collaborate with support areas like customer care and technology, serving as the main client contact. Additionally, the DC CM supports the SeniorClient Manager/Client Leader in delivering high-quality solutions and utilizes effective client communication skills.

Responsibilities

• Utilizing knowledge of Defined Contribution to interpret complex client requirements.
• Addressing questions related to unique situations, participant inquires, client escalations and requirements.
• Manages the operations of a client team through developing talent and delegating work.
• Communicate regularly with clients on all aspects of daily operations
• Driving stable and consistent delivery from internal and external partners.
• Using data to influence standardization and process innovation.
• Communicating, validating and managing eCAT with client.
• Managing defined contribution plans and understanding their effect on clients and participants.
• Collaborating with the Oversight & Excellence team to reduce total cost by lowering demand and improving efficiency. Also, focus on improving delivery quality.

Requirements

• 3+ years in Defined Contribution.
• Be located in the Contiguous United States
• Be knowledgeable of Defined Contribution recordkeeping systems.
• Be an effective communicator and use influencing skills on domain and technical matters, internally and externally with vendors.
• Have proven analytical abilities and attention to detail when working with complex data.
• Be solutions oriented and have ability to report data to stakeholders.
• Have management and organizational skills with ability to adapt to change.
• Experience coaching and leveraging work through others.