Plan Sponsor Compliance Manager

Plan Sponsor Compliance Manager

We are excited to be hiring a Manager, Compliance testing team role in our Retirement Plan Services business line in our Fort Wayne office or remote. In this role you will manage a team and processes for their assigned client service area(s) of responsibility. You will ensure good customer relations are maintained, and more complex customer inquiries and concerns are resolved fairly and effectively.

Ensures that top talent is hired and retained Manages a team and processes for their assigned area(s) Manages the processes and administration of customer inquiries, ensuring accurate, fair and efficient management Provides more complex guidance to client service team members on customer inquiries and / or concerns Reviews and resolves more complex escalated issues and concerns, escalates issues as needed to management Forecasts telephone volumes and short and long-term staffing requirements Designs and implements training plans based on assessment of team needs Monitors and controls expenses within defined budget limits

Must-haves : 5+ Years of experience in Client Services that directly aligns with the specific responsibilities for this position 2+ years of managerial, supervisory, and / or demonstrated leadership experience 4 Year / Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) Working knowledge of retirement plan administration, nondiscrimination testing and 5500's Nice-to-haves : ASPPA QKA Working knowledge of FT Williams and ASC