Total Source
The Advisor Service Manager supports prospective and high-volume 401(k) advisors by managing day-to-day inquiries and proactively reviewing their business to drive growth and client loyalty. This role involves delivering an optimal service experience, recommending value-added features, and partnering with Sales and Retirement Channel Managers to expand the advisor's ADP book of business. The position requires a consultative approach to resolve complex inquiries related to plan design, compliance, and reporting while ensuring a thriving relationship with mutual clients.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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and employee contacts for Total Source.
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