Client Service Manager

When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life. Our Newest Opportunity: Summary: This role is pivotal in ensuring an exceptional client experience and maintaining professional relationships. This position collaborates closely with clients, addressing their needs, providing support, and ensuring seamless interactions, understanding when to engage sales or operations to meet client needs.…