Client Service Manager

🔥 1 minute ago

🐎 Kentucky, North Carolina, +2 more states – Remote

🐎 Kentucky – Remote 🌲 North Carolina – Remote 🔔 Pennsylvania – Remote 🌴 South Carolina – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

📁 Client Services

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 10%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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

• Deliver consistent, high-quality account management and administration for a portfolio of defined contribution relationships • Drive client satisfaction and retention, improve efficiencies, resolve client issues, and support better retirement plan outcomes • Build and maintain relationships with clients, financial advisors, industry partners, plan sponsors, and TPAs • Serve as the primary point of contact for day-to-day account management and operational oversight • Partner with Relationship Managers to provide retirement plan and operational expertise • Support fiduciary responsibilities by resolving plan compliance, regulatory, and operational issues with TPAs and financial advisors • Review assigned plans’ periodic activities, including compliance testing, Form 5500, quarterly statements, and RMDs • Coordinate with internal operations partners, financial advisors, and client-related service providers • Analyze, troubleshoot, and resolve plan administration and recordkeeping issues • Train advisors and plan sponsors on payroll submissions, fund changes, loans, distributions, and compliance testing • Advise plan sponsors on mandatory and discretionary plan document amendments • Provide assistance and website training to advisors, plan sponsors, and TPAs • Apply analytical skills to solve complex problems and understand process flows and interdependencies • Adhere to individual and team service and retention goals

🎯 Requirements

• Minimum 4 year Bachelor’s Degree or the equivalent combination of education and relevant experience • Knowledge of ERISA Regulations and the applicable Internal Revenue Code required • Advanced knowledge of Microsoft Excel and Outlook required • Strong written and verbal communication skills • Ability to process detailed work within assigned timeframes and without errors • Familiarity with traditional 401(k), safe harbor, automatic contribution arrangements, new comparability, and other plan designs • Demonstrated experience handling relationships with participants, advisors, Plan Sponsors, or TPAs • SunGard Relius Administration experience preferred • Compliance testing and contribution calculation experience preferred • Professional certification preferred, including ASPPA (QKA, QPA), CEBS, or NIPA (APA/APR) • Constant computer use and sitting; occasional standing, bending, twisting, and lifting

🏖️ Benefits

• Full-time employment • Remote work option

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