MEP/PEP Client Service Manager

🕒 April 9

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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

• Manages and nurtures relationships with qualified defined contribution retirement plans • Provides client support and customer service for daily client inquiries • 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 • Maintains employer relationships, understands organizational needs, tailors plan frameworks, and effectively resolves escalations or service gaps

🎯 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 preferred

🏖️ Benefits

• 401(k) match • Medical • Dental • Vision • Paid-Time-Off

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