Client Service Manager
Ascensus
full-time
Posted on:
Location Type: Remote
Location: Remote • Illinois, New Jersey, North Carolina, Pennsylvania • 🇺🇸 United States
Visit company websiteSalary
💰 $60,000 - $80,000 per year
Job Level
Mid-LevelSenior
About the role
- Provides support to clients through a number of channels including phone, letters and emails to quickly resolve the request
- Acts in a pro-active manner with assigned clients and advisors to ensure retention as well as inspire client dedication and engagement to develop positive relationships
- Responsible for interpreting plan documents for client plan administration
- Provides calculations and amounts to plan sponsors, communicates fund actions, consults with clients to answer inquiries, researches and resolves issues, provides legal updates, and responds to requests for specialized reports
Requirements
- Bachelor’s degree in business related field or combination of education and industry experience
- 3-5 years of total experience in Retirement Services, with emphasis in the daily 401(k) environment, 403b or IRA areas
- Strong MS Office Skills with an emphasis in Excel
Benefits
- 401(k) match
- Medical
- Dental
- Vision
- Paid-Time-Off
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
plan administrationcalculationsfund actionsspecialized reports
Soft skills
client supportproactiveclient retentionclient engagementrelationship building