Client Service Manager – Non-Qualified Plans

🕒 July 21

🐊 Florida – Remote

🐊 Florida – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

📁 Client Services

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Ascensus

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 2000

💼 Consulting

🛡️ Insurance

💸 Finance

💰 Secondary Market on 2019-02

Consulting • Insurance • Finance

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

• Administer and maintain; documentation and record keeping, plan statements, and communication of information to client, and assist to modify and enhance plan administration processes within the limits of established policy. • Respond to client requests in both oral and written communication. • Act in a pro-active manner with assigned clients, advisors and partners to build and retain relationships. • Provide calculations and amounts to plan sponsors, communication of fund actions and communicate and consult with clients to answer inquiries, research and resolve issues, provide legal updates, and respond to requests for specialized reports. • Work with clients to correct and fund payroll items and handle distribution requests. • Manage enrollment events with Plan Sponsors and necessary internal teams including coordinating the development of enrollment materials and education. • Participate in sales finals presentations and other client meetings.

🎯 Requirements

• You have a Bachelor's degree in a business related field or an equivalent combination of education and industry experience. • You have 4 or more years of experience in Retirement Services. • You have the ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.

🏖️ Benefits

• Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. • Provide client support and customer service on day-to-day inquiries from clients.