Hybrid Retirement Client Services Lead

Manulife Financial; Boston (MA); Hybrid; USD 62,000 - 103,000; Full time

Benefits offered by this job

Health benefits

Retirement plans

Paid time off

Job summary

Manulife Financial in Boston, MA is seeking an individual contributor to help shape a new retirement recordkeeping and trust operations ecosystem within U.S. Retirement.

You will deliver high quality client service to clients and intermediaries, respond to inquiries, and perform plan-level administrative functions. The role requires 2–4 years of retirement product experience, excellent communication, attention to detail, and knowledge of ERISA/plan design.

Qualifications

• 2–4 years of retirement product experience and ERISA knowledge.
• Excellent verbal communication and listening skills.
• Ability to build positive relationships between customer and company.
• Strong attention to detail and organizational skills.
• Commitment to continuous improvement and challenging the status quo.
• Ability to multitask and manage competing priorities.
• In-depth knowledge of retirement processes, services and Plan design.
• Experience with 401k retirement products.
• Experience with Omni Recordkeeping software.

Responsibilities

• Deliver high level client service through reactive and proactive communication.
• Respond to all inquiries from clients and advisors within service standards.
• Complete plan level administrative functions.
• Provide professional, high-quality service to internal and external customers.
• Support operations including resolving escalated customer complaints.
• Use leadership skills to support team goals.
• Utilize multiple administration systems to address inquiries.
• Set and meet client expectations for complex issue resolution within agreed timeframes.

Skills

Retirement product experience

Verbal communication

Relationship building

Attention to detail

Continuous improvement

Organization & multi-tasking

ERISA knowledge

Plan design knowledge

Omni Recordkeeping

Tools

Omni Recordkeeping Software

Job description

Manulife Financial in Boston, MA is seeking an individual contributor to help shape a new retirement recordkeeping and trust operations ecosystem within U.S. Retirement.

You will deliver high quality client service to clients and intermediaries, respond to inquiries, and perform plan-level administrative functions. The role requires 2–4 years of retirement product experience, excellent communication, attention to detail, and knowledge of ERISA/plan design.