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Service Relationship Manager

Corebridge Financial
United Statesfull_timeVerifiedPosted 15 May 2025

About the role

Who We Are

At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.

We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:

  • We are stronger as one: We collaborate across the enterprise, scale what works and act   decisively for our customers and partners.
  • We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
  • We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
  • We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.

Who You’ll Work With

For nearly 60 years, we’ve helped millions of Americans turn their vision for retirement into reality. That’s why so many plan sponsors and plan participants continue to place their trust in us year after year. The average length of our relationships with plan sponsors is approximately 28 years, and roughly three in ten in-plan individual clients have been with us for more than 20 years. We are a leading retirement plan provider for K-12 schools, healthcare, government, higher education and other not-for-profit institutions. Through our strong partnerships with plan sponsors and consultants, a dedicated financial advisor network, and innovative technology solutions and tools, we make retirement planning easy and accessible and help people turn their financial dreams into realities.

About The Role

The Service Relationship Management team is designed to bring consistency and continuity in handling service issues, exceptions, and escalations. The role will be responsible for reviewing and completing escalated issues for Individual Retirement and maintaining strong relationships (business units, intercompany service departments, Internal/External Wholesalers and Financial Advisors).

Responsibilities

  • Facilitate the review and completion of escalated issues.
  • Timely handling of complex and escalated service-related questions and exceptions
  • Set reasonable expectations with clients and communicate updates
  • Work within guidelines for case handling and responsiveness
  • Relationship building with business units, intercompany service departments, Internal/External Wholesalers and Financial Advisors
  • Facilitation of exception reviews
  • Develop resolution recommendations
  • Ability to think outside the box
  • Partner with business units for service improvements

Please note this is not an exhaustive list of all responsibilities of the position, and the requirements of the job may change in line with business needs.

Skills and Qualifications

  • 3 plus years combined experience in Operations with Corebridge
  • Proficient in Oasys, NoteSource, AWD, and/or Navisys and SunView, preferably both
  • Vantage knowledge preferred
  • Knowledge of fixed, index and variable products and processes
  • Strong written and verbal communication
  • Strong interpersonal skills with high energy level
  • Proven track record of problem-solving skills
  • Passionate about customer service
  • Attention to detail, accuracy and quality
  • Ability to work with Senior Management across business lines without supervision
  • Strong team player
  • Enjoys fast paced environment
  • Attendance and performance must be in good standing

Work Location

This position is based in Corebridge Financial’s Houston, TX office.

Estimated Travel

Minimal travel.

This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.

Why Corebridge?

At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and w

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Company

Corebridge Financial

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