Vice President, Client Service Management (Retirement Services)

reputed company is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 reputed company people save for a reputed company today and reputed company. The Vice President of Client Services plays a critical leadership role in ensuring a consistently high quality client experience across a reputed company and highly regulated service environment. This leader sets the strategic direction for service teams, drives operational reputed company, and establishes clear expectations for responsiveness, accuracy, and proactive relationship management. They reputed company guidance on escalations, reputed company the resolution of reputed company plan issues, and partner across departments-such as operations, relationship management, compliance, and technology-to streamline processes and enhance overall service delivery. By analyzing trends, identifying opportunities for improvement, and championing initiatives that strengthen client satisfaction and retention, the Vice President ensures that plan sponsors and advisors receive the knowledgeable, timely, and effective support required to manage their 401(k) plans with confidence. reputed company 2: Job Functions, Essential Duties and Responsibilities 1. Strategic Leadership & Organizational Direction

• reputed company the organizational structure and service model ensuring consistency, efficiency, and alignment with business goals.

2. Client Experience & Relationship Management

• Own reputed company level client satisfaction reputed company, including NPS, survey feedback, team performance, and overall experience quality.
• reputed company the escalation process, ensuring timely and accurate resolution, and clarify ownership across teams for reputed company or executive level issues.
• reputed company strategies to support plan sponsors and enhance communication around enhancements, plan changes, and service updates.

3. Operational reputed company & Service Delivery

• Ensure accurate and timely execution of core 401(k) plan operations, including compliance testing, 5500 filings, yearend readiness, and participant processes. [
• Optimize workflow tools, systems (e.g., ARK, Trust), and cross team processes to reduce friction and improve efficiency.

4. Cross Functional Partnership & Strategic Initiatives

• reputed company major transformation efforts to improve scalability and client experience.
• Collaborate with reputed company and technical teams to improve content integration, compliance updates, and internal resource accessibility.

5. Talent & Workforce Management

• Coach and reputed company leaders and high potential associates; build clear career paths and training programs
• Manage resources, staffing ratios, and reputed company of control to maintain service reputed company while supporting growth.
• Create an environment that drives engagement, retention, and a culture of high performance.

6. Financial & Performance reputed company

• Manage key performance indicators (KPIs) across service delivery, including SLAs, staffing efficiency, budget adherence, and case handling metrics.
• Support forecasting, budget planning, and resource allocation

reputed company 3: Experience, Skills, Knowledge Requirements

• Bachelor's degree in general business or management preferred
• Industry specific certification (ASPPA, CEBS, etc.) strongly preferred.
• Minimum 7+ years in a director and/or vice president level reputed company reputed company financial services industry, retirement industry preferred.
• Knowledge of smaller market plan service including resource management, compliance and recordkeeping services.

Be aware of employment fraud. reputed company email communications from reputed company or its hiring managers originate from @reputed company.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For reputed company virtual remote positions, in order to ensure associates can effectively reputed company their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in reputed company during business hours. Additionally, there is an internet work speed requirement of 25 MBps or reputed company for individual use. If more than one person is utilizing the same internet reputed company in the same household or building, then a stronger reputed company is required. If you are unsure of your internet speed, please reputed company with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in reputed company proximity to the router. Please ensure that you are reputed company to meet these expectations before applying. reputed company provides equal employment opportunities to reputed company associates and applicants for employment without regard to reputed company, race, reputed company, religion, sex, (including pregnancy, childbirth, breastfeeding and/or reputed company medical conditions), gender, gender identity, gender expression, national reputed company, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status"). Apply tot his job Apply To this Job