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Ascensus · 1 day ago

MEP/PEP Client Service Manager

United States

Full-time

Remote

Mid Level

$60K/yr - $80K/yr

3+ years exp

Ascensus is a company that manages and nurtures relationships with defined contribution retirement plans through their recordkeeping platform. The role involves serving as the primary point of contact for assigned relationships, addressing client escalations, and identifying opportunities for process improvement.

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