Posted 1 year ago in Customer Service
Client Service Manager Job Duties:
Pension Advisors is an independent advisory firm â allowing us an objective approach to the options available to our clients with regard to their specific plan dynamics. With our strict focus on the retirement industry, we provide our clients with a better understanding of the industry, the providers, the funds, the fees and the available technology. We work with our clients in every aspect of the retirement process - including finding the best plan product, offering investment advice, negotiating the fees and contracts of the plan, as well as proactively and aggressively servicing our clients on an on-going, systematic basis.
In servicing retirement plans, we believe that the employees must also be educated and have a go-to person with regard to the Plan. We work with employees on selecting their funds, fund allocation, and individual investment advice. We are also available to the employees on an on-going basis for any questions or issues that arise.
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