Client Service Manager, Qualified

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Ascensus

5001 - 10000 employees

Founded 2000

💸 Finance

👥 HR Tech

💰 Secondary Market on 2019-02

Finance • HR Tech

Ascensus is a company that values its people and emphasizes a culture guided by principles such as integrity, quality, and a commitment to high standards. It provides administrative and recordkeeping services, focusing on helping individuals achieve financially secure retirements and ensuring quality education for children. Ascensus is dedicated to diversity, inclusion, and providing equal opportunities, making it a rewarding place to work. The company also offers a wide range of benefits to its employees, including student loan refinancing and healthy living programs.

📋 Description

• Builds and maintains the relationships of qualified defined contribution retirement plans utilizing our Recordkeeping platform. • Acts as a point of contact for assigned relationships, resolves team escalations, documents procedures and identifies areas for process improvement. • 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 under pressure in a very fast paced environment.

🎯 Requirements

• 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 • Bachelor’s degree in a business-related field or industry experience

🏖️ Benefits

• Reasonable accommodations may be made to enable people with disabilities to perform these essential functions. • Health insurance • Paid time off • Professional development opportunities

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