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Ascensus · 1 day ago

MEP/PEP Client Service Manager

Philadelphia, PA

Full-time

Onsite

Mid Level

$60K/yr - $80K/yr

3+ years exp

Ascensus is a company focused on defined contribution retirement plans, and they are seeking a MEP/PEP Client Service Manager to build and maintain client relationships. The role involves providing client assistance, resolving issues, and collaborating with various stakeholders to ensure client satisfaction and retention.

ConsultingRetirementTraining

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

Relationship managementMS OfficeProject managementRetirement services experienceDetailed thinkerWritten communicationOral communicationCreative problem solvingTeam player