What are the responsibilities and job description for the Associate Manager, Client Services Performance position at The Retirement Advantage, Inc. (TRA)?
Job Description
Job Description
Description :
The Associate Manger is responsible for providing guidance and leadership to a team of Client Services Team Leads & Client Relationship Managers for the purpose of achieving high quality client service.
Responsibilities :
- Serve as primary contact for Team Leads and CRMs
- Respond, coordinate and track escalated client issues
- Support the change process to achieve intended organization and cultural outcomes
- Recommend and implement procedure / process improvements to increase production and quality of work
- Assist with the development of training for staff members & Team Leads including the coordination of the training schedule and relaying training needs to our Manager of Client Services
- Generate & monitor reports for productivity and work tray management in Vivantio & Pension Pro
- Complete daily maintenance items within Vivantio
- Assist with coordination of off shore resources
- Prepare & deliver performance appraisals for a team of Client Relationship Managers
- Coordinate with Manager & Leads plan assignments to align with current business model
- Prepare production & metric reports and present information to our Director & Manager of Client Services on a timely basis
- Leading and / or supporting key projects that seek to enhance existing service and operational models within TRA
- Maintain awareness of the laws, regulations, internal policies and procedures appropriate for this position
- Outstanding TRA Corporate Citizen dedicated to maintaining TRAs reputation at all times in the communities we touch
- Perform other job related duties and special projects as assigned
Qualifications :
Benefits :
TRA, Inc. offers a full benefits package, generous PTO program, and professional development opportunities.
