Alight is Looking for An Advisory Services Customer Service Client Manager

　　Our story

　　At Alight, we believe a company’s success starts with its people. At our core, we Champion People, help our colleagues Grow with Purpose and true to our name we encourage colleagues to “Be Alight.”

　　Our Values:

　　Champion People – be empathetic and help create a place where everyone belongs.

　　Grow with purpose – Be inspired by our higher calling of improving lives.

　　Be Alight – act with integrity, be real and empower others.

　　It’s why we’re so driven to connect passion with purpose. Our team’s expertise in human insights and cloud technology gives companies and employees around the world the ability to power confident decisions, for life.

　　With a comprehensive total rewards package, continuing education and training, and tremendous potential with a growing global organization, Alight is the perfect place to put your passion to work.

　　Join our team if you Champion People, want to Grow with Purpose through acting with integrity and if you embody the meaning of Be Alight.

　　Learn more at careers.alight.com.

　　Your Impact as An Advisory Services Customer Service Client Manager

　　The Advisory Services Customer Service Client Manager is responsible for Customer Service delivery provided by Investment Advisor Representatives. Support AFA team managers and advisors aiding members in a managed account program as well as supporting overall financial education counseling

　　Day to day management of Service Level agreements and Client delivery of the Financial Wellness Center providing scorecard updates to leadership and directly to clients.

　　Work closely with AFA client relationship managers providing statistics and participating in client meetings.

　　Assist in development of Advisory Services supervisory procedures and accountable for ensuring that policies and client interactions are in compliance with regulatory requirements

　　Serve as escalation point and liaison between the sub-advisor, corporate clients, and members

　　Develop and deliver training to Advisor Representatives in partnership with sub-advisor and as well as clients

　　Develop and implement comprehensive measurement and reporting systems to ensure the highest levels of customer satisfactions

　　Manage and continuously improve client service delivery and processes

　　Review and improve tools used by Investment advisors.

　　Grow strategy of Financial Wellness Services and products delivered to clients

　　Work Experience Required:

　　Experience in financial services/401k benefits arena (5+ years)

　　Team Management experience in a call center environment

　　Proficient in managing/coaching others (3 years)

　　Experience with creating and maintaining audit and compliance procedures (2 years)

　　Experience handling call escalations and complaints (2 years)

　　Technical Skills Required:

　　Series 65 or 66 securities licenses required. Series 7, CFP preferred

　　Advanced knowledge of mutual funds and employer sponsored retirement plans

　　Intermediate knowledge of Plan Participant Managed Accounts, the Delivery Model and the market that it's delivered into including: competitors, market pricing, delivery needs, client expectations, etc

　　Intermediate compliance, regulatory and legislative knowledge in investment advice

　　Intermediate knowledge of overall financial management

　　Spanish speaking a plus, but not required

　　Education

　　Undergraduate degree or equivalent years of industry experience.Flexible Working

　　So that you can be your best at work and home, we consider flexible working arrangements wherever possible. Alight has been a leader in the flexible workspace and “Top 100 Company for Remote Jobs” 5 years in a row.

　　Benefits

　　We offer programs and plans for a healthy mind, body, wallet and life because it’s important our benefits care for the whole person. Options include a variety of health coverage options, wellbeing and support programs, retirement, vacation and sick leave, maternity, paternity & adoption leave, continuing education and training as well as a number of voluntary benefit options.

　　By applying for a position with Alight, you understand that, should you be made an offer, it will be contingent on your undergoing and successfully completing a background check consistent with Alight’s employment policies. Background checks may include some or all the following based on the nature of the position: SSN/SIN validation, education verification, employment verification, and criminal check, search against global sanctions and government watch lists, credit check, and/or drug test. You will be notified during the hiring process which checks are required by the position.

　　Our commitment to Diversity and Inclusion

　　Alight is committed to diversity, equity, and inclusion. We celebrate differences and believe in fostering an environment where everyone feels valued, respected, and supported. We know that diverse teams are stronger, more innovative, and more successful.

　　At Alight, we welcome and embrace all individuals, regardless of their background, and are dedicated to creating a culture that enables every employee to thrive. Join us in building a brighter, more inclusive future.

　　Diversity Policy Statement

　　Alight is an Equal Employment Opportunity employer and does not discriminate against anyone based on sex, race, color, religion, creed, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, marital or domestic partner status, citizenship, military or veteran status, sexual orientation, gender, gender identity or expression, genetic information, or any other legally protected characteristics or conduct covered by federal, state or local law. In addition, we take affirmative action to employ and advance in the employment of qualified minorities, women, disabled persons, disabled veterans and other covered veterans.

　　Alight provides reasonable accommodations to the known limitations of otherwise qualified employees and applicants for employment with disabilities and sincerely held religious beliefs, practices and observances, unless doing so would result in undue hardship. Applicants for employment may request a reasonable accommodation/modification by contacting his/her recruiter.

　　Authorization to work in the Employing Country

　　Applicants for employment in the country in which they are applying (Employing Country) must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the Employing Country and with Alight.

　　Note, this job description does not restrict management's right to assign or reassign duties and responsibilities of this job to other entities; including but not limited to subsidiaries, partners, or purchasers of Alight business units

　　We offer you a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.

　　Pay Transparency Statement: Alight takes into consideration a candidate’s experience, education, certification/credentials, market data, internal equity, and geography when determining an offer for a successful employment candidate, and Alight does so on an individualized, non-discriminatory basis. Therefore, an offer may fall anywhere between the estimated minimum base salary for this role of $55,800.00/year (for full time employees) and the estimated maximum base salary for this role of $88,500.00/year (for full time employees). In addition to a base salary, this position may be eligible for a bonus and/or other incentive plans. Alight also offers a comprehensive benefits package; for specific details on our benefits package, please visit: https://careers.alight.com/us/en/alight-us-benefits-2023

　　DISCLAIMER:

　　Nothing in this job description restricts management's right to assign or reassign duties and responsibilities of this job to other entities; including but not limited to subsidiaries, partners, or purchasers of Alight business units.

　　Alight Solutions provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, pregnancy, childbirth or related medical condition, veteran, marital, parental, citizenship, or domestic partner status, or any other status protected by applicable national, federal, state or local law. Alight Solutions is committed to a diverse workforce and is an affirmative action employer.

　　About Alight Solutions

　　Alight is a leading cloud-based human capital technology and services provider that powers confident health, wealth and wellbeing decisions for 36 million people and dependents. Our Alight Worklife® platform combines data and analytics with a simple, seamless user experience. Supported by our global delivery capabilities, Alight Worklife is transforming the employee experience for people around the world. With personalized, data-driven health, wealth, pay and wellbeing insights, Alight brings people the security of better outcomes and peace of mind throughout life’s big moments and most important decisions. Learn how Alight unlocks growth for organizations of all sizes at alight.com .

　　Our values are the essence of who we are:

　　Champion people. We are empathetic and have created a place where everyone belongs. And we win together.

　　Grow with purpose. We are inspired by our higher calling. We fail forward and choose progress over perfection. We are brave, show grit and grow our whole selves.

　　Be Alight. We are a beacon that empowers others. We act with integrity and are real. And we find ways to add joy.

　　Our Colleague Experience

　　At Alight Solutions, we are reimaging how people and organizations thrive. To deliver on this purpose, we do things differently. From company leaders to our newest colleagues, we all play a role in bringing our values to life. Every colleague shapes how Alight can become better, stronger and brighter – together. With technology as our catalyst and humanity at our core, we advance each day toward a better future in work and life.

　　We understand the powerful human connections that create success for organizations. We bring an industry leader's expertise and a true partner's commitment to our benefits and administration solutions around health, wealth, HR, finance and consumer experience.

　　Are you interested in helping us shape the future of work and life for organizations, people and their families? If so, you've come to the right place.

　　Help us reimagine how people and organizations thrive!

　　Our story starts with a simple, universal truth: Every business is a people business. We are Alight Solutions. Reimagining how people and organizations thrive.

　　@AlightSolutions