Alight is Looking for An Advisory Services Customer Service Client Manager

Our story

At Alight, we believe a company's success starts with its people. At our core, we Champion People, help our colleagues Grow with Purpose and true to our name we encourage colleagues to "Be Alight."

Our Values:

Champion People - be empathetic and help create a place where everyone belongs.

Grow with purpose - Be inspired by our higher calling of improving lives.

Be Alight - act with integrity, be real and empower others.

It's why we're so driven to connect passion with purpose. Our team's expertise in human insights and cloud technology gives companies and employees around the world the ability to power confident decisions, for life.

With a comprehensive total rewards package, continuing education and training, and tremendous potential with a growing global organization, Alight is the perfect place to put your passion to work.

Join our team if you Champion People, want to Grow with Purpose through acting with integrity and if you embody the meaning of Be Alight.

Learn more at careers.alight.com.

Your Impact as An Advisory Services Customer Service Client Manager

• The Advisory Services Customer Service Client Manager is responsible for Customer Service delivery provided by Investment Advisor Representatives. Support AFA team managers and advisors aiding members in a managed account program as well as supporting overall financial education counseling

• Day to day management of Service Level agreements and Client delivery of the Financial Wellness Center providing scorecard updates to leadership and directly to clients.

• Work closely with AFA client relationship managers providing statistics and participating in client meetings.

• Assist in development of Advisory Services supervisory procedures and accountable for ensuring that policies and client interactions are in compliance with regulatory requirements

• Serve as escalation point and liaison between the sub-advisor, corporate clients, and members

• Develop and deliver training to Advisor Representatives in partnership with sub-advisor and as well as clients

• Develop and implement comprehensive measurement and reporting systems to ensure the highest levels of customer satisfactions

• Manage and continuously improve client service delivery and processes

• Review and improve tools used by Investment advisors.

• Grow strategy of Financial Wellness Services and products delivered to clients

Work Experience Required:

• Experience in financial services/401k benefits arena (5 years)

• Team Management experience in a call center environment

• Proficient in managing/coaching others (3 years)

• Experience with creating and maintaining audit and compliance procedures (2 years)

• Experience handling call escalations and complaints (2 years)

Technical Skills Required:

• Series 65 or 66 securities licenses required. Series 7, CFP preferred

• Advanced knowledge of mutual funds and employer sponsored retirement plans

• Intermediate knowledge of Plan Participant Managed Accounts, the Delivery Model and the market that it's delivered into including: competitors, market pricing, delivery needs, client expectations, etc

• Intermediate compliance, regulatory and legislative knowledge in investment advice

• Intermediate knowledge of overall financial management

• Spanish speaking a plus, but not required

Education

• Undergraduate degree or equivalent years of industry experience.

Flexible Working

So that you can be your best at work and home, we consider flexible working arrangements wherever possible. Alight has been a leader in the flexible workspace and "Top 100 Company for Remote Jobs" 5 years in a row.

Benefits

We offer programs and plans for a healthy mind, body, wallet and life because it's important our benefits care for the whole person. Options include a variety of health coverage options, wellbeing and support programs, retirement, vacation and sick leave, maternity, paternity & adoption leave, continuing education and training as well as a number of voluntary benefit options.

By applying for a position with Alight, you understand that, should you be made an offer, it will be contingent on your undergoing and successfully completing a background check consistent with Alight's employment policies. Background checks may include some or all the following based on the nature of the position: SSN/SIN validation, education verification, employment verification, and criminal check, search against global sanctions and government watch lists, credit check, and/or drug test. You will be notified during the hiring process which checks are required by the position.

Our commitment to Diversity and Inclusion

Alight is committed to diversity, equity, and inclusion. We celebrate differences and believe in fostering an environment where everyone feels valued, respected, and supported. We know that diverse teams are stronger, more innovative, and more successful.

At Alight, we welcome and embrace all individuals, regardless of their background, and are dedicated to creating a culture that enables every employee to thrive. Join us in building a brighter, more inclusive future.

Diversity Policy Statement

Alight is an Equal Employment Opportunity employer and does not discriminate against anyone based on sex, race, color, religion, creed, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, marital or domestic partner status, citizenship, military or veteran status, sexual orientation, gender, gender identity or expression, genetic information, or any other legally protected characteristics or conduct covered by federal, state or local law. In addition, we take affirmative action to employ and advance in the employment of qualified minorities, women, disabled persons, disabled veterans and other covered veterans.

Alight provides reasonable accommodations to the known limitations of otherwise qualified employees and applicants for employment with disabilities and sincerely held religious beliefs, practices and observances, unless doing so would result in undue hardship. Applicants for employment may request a reasonable accommodation/modification by contacting his/her recruiter.

Authorization to work in the Employing Country

Applicants for employment in the country in which they are applying (Employing Country) must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the Employing Country and with Alight.

Note, this job description does not restrict management's right to assign or reassign duties and responsibilities of this job to other entities; including but not limited to subsidiaries, partners, or purchasers of Alight business units

We offer you a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.

DISCLAIMER:

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities of this job to other entities; including but not limited to subsidiaries, partners, or purchasers of Alight business units.