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Director, Client Service Operations
Job in
Richmond, Madison County, Kentucky, 40476, USA
Listed on 2026-07-29
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-29
Job specializations:
-
Management
Client Relationship Management
Job Description & How to Apply Below
• Lead a team of Client Service Managers (CSMs) within Workplace Investing
• Responsible for operational functions for Defined Contribution, Non-Qualified, and Health Savings Accounts
• Measure success through client satisfaction, loyalty, and retention results
• Participate in and lead cross-functional initiatives having significant business impact.
- Knowledge of DC, NQ, HSA plans and ERISA
- Leadership experience preferred
- Varied experience in providing client service
- Outstanding relationship building and communicator
- Flexible with excellent planning and organizational skills
Demonstrates expertise in leading client service teams and managing operational functions for Defined Contribution, Non-Qualified, and Health Savings Accounts, with a strong focus on client satisfaction and retention.
Highest-signal resume keywords- Leadership Experience
- Client Service Management
- Knowledge of DC Plans
- Knowledge of NQ Plans
- Knowledge of HSA Plans
- Operational Functions Management
- Client Satisfaction Measurement
- Cross-Functional Initiative Leadership
- Outstanding Relationship Building
- Excellent Communication
- Planning Skills
- Organizational Skills
- ERISA
- Defined Contribution
- Non-Qualified
- Health Savings Accounts
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