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Full-time
bachelor degree
Generous time off, Volunteering time off, Tuition reimbursement, Professional development opportunities, Hybrid work environment, Charitable contribution match programs
Posted 2d ago
~40 hrs/week
Responsibilities
The Senior Compliance Client Service Manager serves as a consultative resource for institutional clients, managing relationships and supporting complex plan design and compliance inquiries. They provide service management support to the team and proactively anticipate client needs to deliver effective solutions.
Requirements
Candidates must possess a Bachelor's degree and a minimum of 10 years of experience in relationship or client service management. Prior ERISA compliance experience is required, and relevant industry designations such as QKA, QKC, or ERPA are preferred.
Full job description
Company:
Marsh McLennan Agency
Description:
Compass Financial Partners, a division of MMA Securities LLC.
Senior Compliance Client Service Manager
Our not-so-secret sauce
Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drives our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Senior Compliance Client Service Manager, at Compass Financial Partners, a division of MMA Securities LLC.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh (NYSE: MRSH).
A day in the life.
As Senior Compliance Client Service Manager, you will serve as a consultative resource to the firm’s institutional clientele, building relationships with clients while supporting both day-to-day and complex plan design and compliance related inquiries. Your responsibilities include providing client service management support to the team and supporting the firm’s Institutional Consultants and Relationship Managers. Your in-depth understanding of technical client needs will help you anticipate issues and proactively provide solutions.
Our future colleague.
We’d love to meet you if your professional track record includes these skills:
Bachelor's degree
Minimum of 10 years of relationship/client service management experience required
A student of the industry with demonstrated confidence of topical knowledge; demonstrate knowledge of defined contribution financial products and services
Prior ERISA compliance experience required
Relevant industry designations preferred (i.e. Qualified 401(k) Administrator (QKA)®; Qualified 401(k) Consultant (QKC); Enrolled Retirement Plan Agent (ERPA); Qualified Pension Administrator (QPA); Tax-Exempt & Governmental Plan Consultant (TGPC)
Valuable benefits
We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.
Some benefits included in this role are:
Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.
This LinkedIn page is closed. Please follow us at Marsh on LinkedIn.
Offices: 1166 Avenue of the Americas, New York, NY 10036, US
Insurance BrokingRisk advisory servicesHR and related consultingoutsourcing and investments servicesand Management consultingFinanceService IndustryBankingConsultingProfessional Services
This LinkedIn page is closed. Please follow us at Marsh on LinkedIn.
Offices: 1166 Avenue of the Americas, New York, NY 10036, US
Insurance BrokingRisk advisory servicesHR and related consultingoutsourcing and investments servicesand Management consultingFinanceService IndustryBankingConsultingProfessional Services