Ascensus · 13 hours ago
Vice President, Client Service Management (Retirement Services)
United States
Full-time
Remote
Mid, Senior Level
7+ years expAscensus is the leading independent technology and service platform powering savings plans across America. The Vice President of Client Services plays a critical leadership role in ensuring a consistently high quality client experience across a complex and highly regulated service environment.
ConsultingRetirementTraining
Responsibilities
Oversee the organizational structure and service model ensuring consistency, efficiency, and alignment with business goals
Own enterprise level client satisfaction outcomes, including NPS, survey feedback, team performance, and overall experience quality
Oversee the escalation process, ensuring timely and accurate resolution, and clarify ownership across teams for complex or executive level issues
Develop strategies to support plan sponsors and enhance communication around enhancements, plan changes, and service updates
Ensure accurate and timely execution of core 401(k) plan operations, including compliance testing, 5500 filings, yearend readiness, and participant processes
Optimize workflow tools, systems (e.g., ARK, Trust), and cross team processes to reduce friction and improve efficiency
Lead major transformation efforts to improve scalability and client experience
Collaborate with Knowledge Management and technical teams to improve content integration, compliance updates, and internal resource accessibility
Coach and develop leaders and high potential associates; build clear career paths and training programs
Manage resources, staffing ratios, and span of control to maintain service levels while supporting growth
Create an environment that drives engagement, retention, and a culture of high performance
Manage key performance indicators (KPIs) across service delivery, including SLAs, staffing efficiency, budget adherence, and case handling metrics
Support forecasting, budget planning, and resource allocation
Qualification
Required
Minimum 7+ years in a director and/or vice president level capacity within financial services industry, retirement industry preferred
Knowledge of smaller market plan service including resource management, compliance and recordkeeping services
Preferred
Bachelor's degree in general business or management preferred
Industry specific certification (ASPPA, CEBS, etc.) strongly preferred
Company
Ascensus
Ascensus delivers high-quality solutions for every segment of the retirement plan marketplace.
5001-10000 employees
H1B Sponsorship
Ascensus has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (9)
2024 (7)
2023 (9)
2022 (23)
2021 (14)
2020 (19)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Atlas Merchant Capital
2021-04-26Acquired
2019-02-19Secondary Market
Leadership Team
Marc Mehlman
Chief Financial Officer
Marc Doucette
Regional Vice President
Recent News
2026-01-20
2026-01-16
Company data provided by crunchbase