MEP/PEP Client Service Manager

Job not on LinkedIn

October 7

🐊 Florida – Remote

Although this job is listed in Florida, this company may be open to hiring remote in other states.

🔔 Pennsylvania – Remote

Although this job is listed in Pennsylvania, this company may be open to hiring remote in other states.

⏰ Full Time

🟡 Mid-level

🟠 Senior

📁 Client Services

🦅 H1B Visa Sponsor

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Ascensus

WebsiteLinkedInAll Job Openings

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.

5001 - 10000 employees

Founded 2000

💸 Finance

👥 HR Tech

💰 Secondary Market on 2019-02

📋 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 with plan sponsors, brokers, registered investment advisors, Trust companies and other third-party vendors, including auditors to reply to requests for specialized reports, communicate fund actions, consult on client inquiries and research/resolve issues. • Works under pressure in a very fast paced environment. • Focuses on learning in everyday activities and events. • Coordinate with and openly exchange knowledge with colleagues.

🎯 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 • Ability to work unsupervised • Diplomatic • Creative Problem Solver • Integrity • Detailed Thinker • Resourceful • Team Player • Sound Judgment • Results Oriented • Personal Credibility • Written and Oral Communication Skills

🏖️ Benefits

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