Client Service Manager jobs in United States
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Ascensus · 1 day ago

Client Service Manager

Ascensus is a company that manages defined contribution retirement plans, and they are seeking a Client Service Manager to nurture client relationships and provide support. The role involves addressing client inquiries, fostering client retention, and collaborating with various stakeholders to resolve issues and improve processes.

ConsultingRetirementTraining

Responsibilities

Provides client support and customer service for daily client inquiries through both verbal and written communication
Demonstrates a proactive approach with assigned clients, fostering relationships to ensure client retention and satisfaction
Collaborates with primary plan contacts, partners and advisors to respond to requests for specialized reports, consult on client inquiries, and research/resolve issues
Excels in high-pressure, fast-paced environments
Participate and engage in open knowledge sharing with colleagues
Provide clear participant guidance, employer communications, retirement education sessions, and collaterals
Must possess emotional intelligence and the ability to simplify complex retirement concepts to non-experts
Maintain employer relationships, understand organizational needs, tailor plan frameworks, and effectively resolve escalations or service gaps

Qualification

Client relationship managementProject managementMS Office (Excel)Confident communicatorTech-savvyEmotional intelligenceCreative problem solvingOrganizational skills

Required

At least 3+ years of experience working in a related position in the retirement services sector
Proven relationship management experience
Demonstrated project management skills
Solid MS Office skills to include Excel

Preferred

Bachelor's degree in a business-related field or industry experience
DST experience

Benefits

401(k) match
Medical
Dental
Vision
Paid-Time-Off

Company

Ascensus

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Ascensus delivers high-quality solutions for every segment of the retirement plan marketplace.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Atlas Merchant Capital
2021-04-26Acquired
2019-02-19Secondary Market

Leadership Team

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Marc Mehlman
Chief Financial Officer
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Marc Doucette
Regional Vice President
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Company data provided by crunchbase