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Client Services Manager

Alerus Financial

in Minneapolis, MN



Our growing organization is seeking talented professionals who are in search of a challenging and rewarding work environment! We are currently hiring a Client Services Manager in our Edina, MN office to oversee and manage assigned team of Alerus full service Retirement Relationship Managers. Will share responsibility for retention and growth of the existing client base through individual efforts and efforts of the account management team. Help foster a cohesive service team by directing workflow, supporting strong communication and displaying good judgment and leadership to ensure the proper administration of all accounts. Establish and maintain relationships with assigned retirement plan clients in order to achieve or exceed client service and retention standards. 


NUMBER 1:  Management and Leadership - 45%

  • Participate in recruitment, development and retention of qualified ARB full service relationship managers.
  • Coach, mentor and motivate staff to evaluate and take actions that follow established practice standards leading to a consistent service model.
  • Assure progress is made toward achieving all major goals and objectives within timelines established by working with staff in executing the plans.
  • Actively engage in the success of ARB and Alerus, promoting and supporting new and ongoing initiatives with positive active team involvement resulting in a successful outcome.
  • Enthusiastically embrace and model change amongst peers as a proven leader.
  • Actively lead and / or participate in projects to improve the products and services offered by ARB, including project groups tasked with developing enhanced procedures or policies.
  • Offer suggestions and ideas to management and actively engage in or manage their development as assigned by management.
  • Maintain active reporting process to all interested parties on all projects where assigned a leadership role.
  • Proactively employ / share technical knowledge of and experience with ERISA and retirement plan administration with clients, direct reports and other colleagues.
  • Be an experienced source of information and guidance.

NUMBER 2:  Client Retention - 30%

  • Proactively manage client relationships to achieve or exceed client service satisfaction and ARB retention standards.
  • Define and implement proactive client service plan based on client tier to set / manage client plan objectives, suggesting changes where necessary.
  • Engage client service team members for larger clients to complete education and investment commitments.
  • Proactively manage client service plan activity through use of Client Gateway.
  • Identify and establish strong working relationship with client key decision makers / influencers.
  • Maintain ongoing communication with client to understand their goals/objectives and identify service concerns.
  • Proactively and consistently present ARB value proposition.
  • Actively assess client satisfaction to identify at-risk clients and work with Account Manager to address issues.
  • Introduce clients to other ARB and bank services as appropriate to underscore the ARB full service value proposition.

NUMBER 3:  Teamwork and Communication - 25%

  • Maintain positive relationships with internal and external customers while providing quality service.
  • Take responsibility for service team communication and workflow; maintain excellent and timely communication among all involved parties.
  • Resolve workflow issues on team and address issues that cross department lines, using judgment with respect to manager / management involvement and consideration of high level business impact and application.
  • Provide solutions to plan needs by working with administration and underwriting on outstanding issues and / or new features available due to recent legislation or product enhancements.

Alerus offers a challenging and rewarding work environment as well as competitive compensation and a comprehensive benefits package which includes health, dental, vision, paid time off & holidays, retirement benefits, and more!

Alerus is a customer-driven financial services company unlike any other. We are an independent, multibillion-dollar financial services organization serving customers across the country and around the world. We offer a broad array of banking and wealth management products and services. Our knowledgeable staff assists our customers in identifying and attaining their financial goals.

Alerus Financial is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.

How to Apply

For more information regarding the responsibilities and qualifications for this opportunity or to apply, visit our website at  Select “View Jobs” and then select the position titled “Client Services Manager”.

We look forward to reviewing your application and thank you for your interest in Alerus Financial!

Visit our web site.

This ad has been viewed 1301 times. It expires on 8/22/2017.

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