What are the responsibilities and job description for the Client Service Manager-MEP/PEP position at Ascensus?
J O B S UMMARY
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.
E SSE NTIAL F UNCTIONS Reasonable accommodations may be made to enable people with disabilities to perform these essential functions.
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
Regular, reliable, and punctual attendance
M ANAGEMENT R ESP O NSIBILITIES ( N O NE )
R E Q UIRED E DUCATION , E XPE RIENCE AND C E RTIFICATES , L ICENSES , R E G ISTRATIONS
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
P REFERRED ( BUT NOT REQUIRED ) E DUCATION OR SKILLS FOR THIS ROLE ARE
Bachelor’s degree in a business-related field or industry experience
DST experience
PROFICIENCIES
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
T R A VE L : Up to 10%
O T HER D UTIES
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or tasks that are required of the employee for this job. Duties, tasks and activities may change at any time with or without notice.
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Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and / or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (“Protected Status”).
