What are the responsibilities and job description for the Manager of Retirement Services and Support position at Merkle Retirement Planning?
- Key Responsibilities:
- Provide direction and mentorship to team members to ensure they meet their performance goals and KPIs through monthly one-on-ones and weekly team meetings.
- Oversee and optimize Client Experience processes to ensure efficiency and quality.
- Identify training and development needs within the Client Experience Team.
- Implement training programs and provide coaching to team members for skill enhancement.
