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Ascensus · 1 day ago

Senior Client Service Manager

Charlotte, NC

Full-time

Hybrid

Senior Level

5+ years exp

Ascensus is a company that builds and maintains relationships for defined contribution retirement plans. They are seeking a Senior Client Service Manager to provide client support, resolve escalations, and ensure client retention through proactive relationship management.

ConsultingRetirementTraining

Responsibilities

Provides client support and customer service on day-to-day issues with clients by responding timely and effectively either orally or via written communication

Acts in a pro-active 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 respond to requests for specialized reports, communicate fund actions, consults on client inquiries and researches/resolves issues

May participate in final Sales presentations as well as prepare and facilitate client/advisor meetings when needed

Performs under pressure with minimal direction

Meets competing deadlines in a very fast paced, dynamic and demanding environment with a high degree of urgency and accuracy

Focuses on learning in everyday activities and events

Collaborates with and openly shares knowledge with colleagues

Regular, reliable, and punctual attendance