Managed Account Specialist - Retirement Solutions

Job Description

Title : Managed Account Specialist

Location : Hybrid - Braintree, MA, Kansas City, MO or Dublin, OH

Get To Know The Team : Client Support Group is expanding to provide superior service to current and new clients, by adding a new position titled Managed Accounts Program Manager is necessary due to the complexity and growth in the Managed Account Portfolio for several institutional clients.

This client-facing position requires leadership, collaboration, attention to detail, strong problem-solving skills, and a passion for customer service.

Client Support helps ensure Production systems and processes work as intended and serves as the primary point of contact to troubleshoot when problems surface.

The Managed Accounts Specialist will focus on support and service activities for retirement plan clients offering Managed Accounts.

Why You’ll Love It At SS&C!

• Flexibility : Hybrid Work Model & Business Casual Dress Code, including jeans
• Your Future : Generous 401(k) Matching Program, Tuition & Professional Development Reimbursement Opportunities.
• Work / Life Balance : Unlimited Personal & Vacation Time Off, Sick Leave Policy, Paid Company Holidays
• Your Well-being : Medical, Dental, Vision, Life Insurance, Short & Long-Term Disability, Global Employee Assistance, Parental Leave, and more
• Diversity & Inclusion : Committed to Being an Organization that Welcomes, Celebrates, and Thrives on Diversity
• Training : Hands-On and Customized by your Team, including Technical and E-Learning Resources
• Extra Perks : Discounts on fitness memberships, cell provider, childcare, travel, and more!

What You Will Get To Do :

• Partner with our major client MissionSquare and their Managed Account provider (Morningstar) to ensure that the overall product offering is operating efficiently from a service perspective
• Responsible for managing changes in the program and monitoring vendor performance
• Ensure the necessary reporting requirements are met
• Leverage collaborative skills to research system performance issues / defects, failed participant asset allocations, and other inquiries
• Accountable for continuing to evolve the service delivery model as requested by institutional clients to ensure we are supporting institutional client fiduciary requirements
• Work with internal service teams to ensure training and processing requirements are met on a consistent basis
• Partner with internal service teams to ensure training and processing requirements are met on a consistent basis. Develop and maintain exceptional client relationships.
• Implements strategy, business objectives, customer requests, performance, and operational enhancements.
• Applies knowledge, skills, tools, and techniques to project activities with the clear goal of meeting or exceeding business and stakeholder needs and expectations.
• Advanced professional leading medium to large projects or working on complex or high-profile issues that require a broad perspective, conceptual thinking, and in-depth analysis to identify solutions.
• May also lead a process or function without direct reports.
• Demonstrates a depth and breadth of expertise within a discipline and deeply understands the business, financials, products / services, or market.
• Develops policies and procedures and recommends best practices.
• Mentor and provide guidance to junior-level team members.

The Impact You Will Make :

• Must have three-five years of Retirement Service experience working directly with Managed Account providers.
• Exhibit expertise and knowledge of the Employee Retirement Income Security Act (ERISA) and related Department of Labor (DOL) and Internal Revenue Service (IRS) regulations.
• Proven knowledge and experience with retirement plans
• Solid computer skills and general knowledge of qualified plan systems like TRAC
• Ability to communicate concisely and effectively verbally and in writing
• Able to work in the local office 6 days per month .
• Interpersonal and influential leadership style
30+ days ago