Manager - Client Experience
Manager - Client Experience
Posted on :
07-08-2025
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1 Vacancy
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Job Description
Company Overview
World Insurance Associates (World) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes modernize their benefits programs and help them achieve their long-term financial goals.
Founded in 2011 World is one of the fastest-growing Top 25 insurance brokers in the U.S. with nearly 3000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance surety and fidelity bonding employee and executive benefits investment advisory and retirement plan services and payroll & HR solutions.
Position Objective
World Investment Advisors (WIA) the financial services division of World Insurance is looking to add a Manager-Client Experience who will serve client advisors in their opening of accounts back-office administration client engagements and contact including client service and portfolio reviews.
Primary Responsibilities
CRM (Redtail)
Retirement Plans Service - RPAG
Investment Management Black Diamond / Morningstar /Schwab
Sales Support
Business Improvement
Position Requirements
Perks & Benefit
About World Investment Advisors
World Investment Advisors (formerly Pensionmark Financial Group) is a nationally recognized financial services firm dedicated to providing the industrys premier independent retirement plan and investment advisory services to employers executives and individual investors. Collectively WIA supports $76B assets1 across 65 offices and 310 team members.
Stimulating Environment
At WIA we strive to provide a challenging stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly where professional growth is fostered and encouraged and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants.
Team-Oriented
Professionals typically work together in teams with multiple people from different departments to meet our clients needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities.
Why World Investment Advisors
Equal Employment Opportunity
At World Insurance Associates (WIA) we celebrate and support our differences. We know employing a team rich in diverse thoughts experiences and opinions allows our employees our products and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race color ancestry religion sex national orientation age citizenship marital status disability gender identity sexual orientation or Veteran addition WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability unless the accommodation would impose an undue hardship on the operation of our business.
To Executive Search Firms and Staffing Agencies
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Worlds property and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Worlds Human Resources Talent Department.
1As of 12/31/2023 the WIA network of advisors and firms collectively provides support to over $55.4 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion.
World Insurance Associates (World) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes modernize their benefits programs and help them achieve their long-term financial goals.
Founded in 2011 World is one of the fastest-growing Top 25 insurance brokers in the U.S. with nearly 3000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance surety and fidelity bonding employee and executive benefits investment advisory and retirement plan services and payroll & HR solutions.
Position Objective
World Investment Advisors (WIA) the financial services division of World Insurance is looking to add a Manager-Client Experience who will serve client advisors in their opening of accounts back-office administration client engagements and contact including client service and portfolio reviews.
Primary Responsibilities
CRM (Redtail)
- Maintain all client and prospect data including review schedule in CRM system
- Maintain compliant client files; required books and records
- Ensure data integrity across platforms (Schwab Black Diamond eMoney RPAG)
- Service Tasks Enter to CRM Delegate Ensure completion
- Prepare and process new account paperwork
- Assist with asset transfers
- Set up online portals for clients
- Set up EFT & check writing capability
- Manage RMDs
- Develop client appointment agenda
- Help prepare materials for Review Meeting
- Assist with client reviews / Take case notes for follow up/CRM
- Debrief action items with Lead Advisor
- Prepare post appointment summary letter for client
- Contact client with case updates
- Support proactive client engagement
- Ad hoc Client Service requests
- Enter data in planning softwareprospect/client Profiles
- Produce financial plans under direction of Lead Advisor
- Make adjustments and changes to plan
Retirement Plans Service - RPAG
- Schedule Investment Committee Meetings on annual calendar
- Manage Plan Data Updates Electronic PAL
- Generate Fiduciary Investment Reviews
- Investment Committee Minutes- complete and post to Fiduciary Briefcase
- Participant Education- tailor Power Points to each client
- Deliver Participant Education- in-person and webinars
Investment Management Black Diamond / Morningstar /Schwab
- Prepare monthly/quarterly reporting
- Perform investment research and analysis
- Monitor investment performance; asset allocation
- Execute transactions under the direction of Lead or Service Advisor
Sales Support
- Maintain Opportunity Pipeline in HubSpot
- Help prepare Presentations Proposal and Reports
- Manage marketing communication Newsletters website social media calendar
- Communications Maintain standard marketing pieces tailor to specific opportunities
- Follow up on opportunities- organize Advisors for calls
Business Improvement
- Collaborate with firm specialists on plan and investment design
- Identify new asset and service opportunities
- Facilitate weekly team meeting
- Communicate daily with advisors and support team
- Prepare monthly metrics report
Position Requirements
- Current industry experience with banking financial services or investment advisory
- Bachelors degree preferred but not required
Perks & Benefit
- 401(k) with Employer Match
- Health Insurance (with HSA option)
- Dental Insurance
- Vision Insurance
- Life Insurance
- Generous Paid Time Off Policy
- Flexible Spending Account (FSA)
- Healthy Work/Life Balance
- Maternity/Paternity Leave Policy
- Remote Work Opportunity
About World Investment Advisors
World Investment Advisors (formerly Pensionmark Financial Group) is a nationally recognized financial services firm dedicated to providing the industrys premier independent retirement plan and investment advisory services to employers executives and individual investors. Collectively WIA supports $76B assets1 across 65 offices and 310 team members.
Stimulating Environment
At WIA we strive to provide a challenging stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly where professional growth is fostered and encouraged and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants.
Team-Oriented
Professionals typically work together in teams with multiple people from different departments to meet our clients needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities.
Why World Investment Advisors
- Great company culture with an awesome team-oriented atmosphere!
- Mentorship Opportunities
- Ability to serve on different internal steering committees (Charitable Giving DEI Social etc.)
- Professional growth opportunities
- Friendly and collaborative work environment
- Employee perks including fun team building opportunities yoga/wellness charitable giving/volunteering
Equal Employment Opportunity
At World Insurance Associates (WIA) we celebrate and support our differences. We know employing a team rich in diverse thoughts experiences and opinions allows our employees our products and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race color ancestry religion sex national orientation age citizenship marital status disability gender identity sexual orientation or Veteran addition WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability unless the accommodation would impose an undue hardship on the operation of our business.
To Executive Search Firms and Staffing Agencies
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Worlds property and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Worlds Human Resources Talent Department.
1As of 12/31/2023 the WIA network of advisors and firms collectively provides support to over $55.4 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion.
Required Experience:
Manager
Employment Type
Full-Time
Key Skills
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