Ascensus · 6 hours ago

MEPS/PEPS Client Service Manager

Lake Mary, FL

Full-time

Remote

Mid Level

3+ years exp

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ConsultingRetirement

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Responsibilities

Provides client assistance and customer service on day to day issues with clients by replying via both oral and written communication

Acts in a proactive manner with assigned clients and builds relationships to ensure retention

Works with plan sponsors, brokers, registered investment advisors, Trust companies and other third-party vendors, including auditors to reply to requests for specialized reports, communicate fund actions, consult on client inquiries and research/resolve issues

Works under pressure in a very fast paced environment

Focuses on learning in everyday activities and events

Coordinate with and openly exchange knowledge with colleagues

Regular, reliable, and punctual attendance

Qualification

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Relationship ManagementMS OfficeProject ManagementRetirement Services ExperienceDST ExperienceWork unsupervisedDiplomaticDetailed ThinkerPersonal CredibilityCreative Problem Solver