Demo

Client Experience Manager

Merkle Retirement Planning
Grimes, IA Full Time
POSTED ON 3/5/2025
AVAILABLE BEFORE 4/3/2025
Job Description:

We are seeking a highly skilled Director of Client Experience to join our Merkle Retirement Planning team. In this critical role, you will oversee daily operations of our Client Experience Team, acting as primary liaison for our Leadership Team and Retirement Planners.

Your responsibilities will include providing direction and mentorship to team members, overseeing and optimizing Client Experience processes, and identifying training and development needs within the team.

You will work closely with our executive leadership and Human Resources department to develop strategies for attracting top talent and ensuring the team has the necessary tools and resources to succeed.

This is an exceptional opportunity to join a dynamic team and make a meaningful impact on our clients' lives.

Required Skills and Qualifications:
  • Bachelor's degree from an accredited institution
  • Excellent communication and problem-solving skills

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