Client Account Manager
Current- Respond, within service standards, to all incoming calls from clients, brokers, & Third-Party Administrators- Provide information regarding retirement account details, payments / transactions, products and application status to all parties- Provide professional, high quality service to internal and external customers- Provide operations support including resolving escalated customer complaints- Effectively utilize leadership skills to support and contribute to team goals- Leverage multiple computer-based administration systems to resolve complex issue- Set and meet client expectations for complex issue resolution and follow-up with client within an established, specified timeframe