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Ascensus · 21 hours ago

MEP/PEP Client Service Manager

Charlotte, NC

Full-time

Hybrid

Mid Level

$60K/yr - $80K/yr

3+ years exp

Ascensus is the leading independent technology and service platform powering savings plans across America. They are seeking a Client Service Manager to manage and nurture relationships with defined contribution retirement plans, serving as the primary point of contact and addressing client escalations while 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

Relationship managementRecordkeeping platformsProject managementMS OfficeConfident communicatorEmotional intelligenceCreative problem solvingOrganizational skillsCollaborative mindset

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