Benetrends Financial

Client Services Representative

• Organize workflow and ensure team members understand their responsibilities and assigned tasks
• Monitor employee productivity and provide ongoing coaching, guidance, and constructive feedback
• Conduct regular one-on-one meetings and team meetings
• Prepare and deliver employee performance evaluations and reports
• Develop and implement performance improvement plans when needed
• Administer disciplinary actions in accordance with company policies
• Recruit, interview, onboard, and train new team members
• Review employee attendance and timekeeping records
• Serve as an escalation point for complex client inquiries and service issues
• Monitor client interactions to ensure quality service standards are maintained
• Establish and maintain communication regarding client compliance matters
• Review outstanding case reports and proactively address service concerns
• Participate in quality control reviews of retirement plan submissions
• Create, update, and implement policies and procedures to improve operational efficiency and service delivery
• Work closely with internal departments to ensure seamless service and operational effectiveness
• Foster a positive, collaborative team environment
• Build and maintain strong professional relationships with clients, vendors, and business partners

Explore Retirement Plan Client Services Manager at Benetrends Financial. Review requirements and application details.

Open roles

Retirement Plan Client Services Manager