Ascensus · 1 day ago

Client Service Manager

Philadelphia, PA

Full-time

Remote

Mid, Senior Level

5+ years exp

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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

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Retirement services experienceMS Office skillsDST experienceDiplomaticAnalytical thinkerPersonal credibilityForward thinkingCreative problem solverProject management