Demo

Client Service Manager

VirtualVocations
Anaheim, CA Full Time
POSTED ON 3/6/2025
AVAILABLE BEFORE 5/14/2025

A company is looking for a Client Service Manager-ESOP.Key ResponsibilitiesManage ESOP sponsored plans and enhance client relationships to contribute to retention and profitabilityConsult with clients on various ESOP-related topics and serve as a subject matter expert for internal teamsLead projects independently, ensuring compliance with legal provisions and identifying opportunities for process efficiencyRequired Qualifications7 years of experience in ESOP plan administrationCustomer service experience, particularly with sensitive clientsPreferred industry designations (QKA, QPA, APA)Bachelor's Degree in Business Administration or equivalent, with a focus on Finance, Accounting, Business, or Math

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