ESOP Sr. Client Service Manager 2

Who We Are

A Fortune 500 financial services corporation, with a heritage spanning nearly a century and a half, specializes in a comprehensive suite of investment, insurance, and retirement solutions. Catering to a diverse clientele that ranges from individual investors to corporate entities, the firm is dedicated to forging partnerships that prioritize financial prosperity and security. Through a commitment to innovation and customization, it empowers clients to achieve their financial aspirations both today and, in the years, to come.

What Will You Be Doing

• Liaison between client management team, internal, and external advisors to facilitate communication, resolve issues by providing prompt services and meeting client expectations.
• Along with taking on the crucial role of training and developing our team and supporting prospects with our sales team.
  
  

As the #1 recordkeeper of Employee Stock Ownership Plans, our client provides a wide range of expertise and support to our clients serving nearly 1,200 custom plans involving various levels of complexity! You will proactively assist clients in understanding requirements, plan language and provide a wide range of services and proactive consulting in a talented team environment.

Qualifications

• 8 years of accounting or finance experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education with at least 4 years of ESOP experience.
• Bachelor’s degree preferred
• Organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines.
• Must be a subject matter expert in a technical field with the ability to anticipate and recognize unusual or complex situations.
• Must possess excellent leadership, communication, presentation, facilitation, planning and decision-making skills.
• Must be results oriented and able to adapt and deal with ambiguous situations and manage expectations.
• Must be able to work with people at all levels with ability to influence others without formal authority.
  
  

**Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.**

Work Environments

This role offers in-office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements (only if residing more than 30 miles from Des Moines, IA, or Charlotte, NC). You’ll work with your leader to figure out which option may align best based on several factors.

Equal Opportunity Employer

Associate Staffing is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law. We are committed to creating a diverse and inclusive work environment and welcome applicants from all backgrounds to apply for open positions with our company.