Client Service Manager, Qualified

Ascensus

Client Service Manager building relationships and providing client assistance for retirement plans. Working in a fast-paced environment alongside investment advisors and third-party vendors.

Posted 7/18/2026full-timeRemote • Wisconsin • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in relationship management and project management within the retirement services sector, ensuring client retention and satisfaction through effective communication and process improvement.

Highest-signal resume keywords

Relationship ManagementProject ManagementClient AssistanceMS Office SkillsRetirement Services Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Project ManagementClient AssistanceProcess ImprovementDocumentationExcel

Soft Skills

CommunicationProactive ApproachProblem SolvingTeam CollaborationAbility to Work Under Pressure

Tools & Technologies

Recordkeeping Platform

Industry Keywords

Defined Contribution Retirement PlansRetirement ServicesClient RetentionCustomer ServiceBusiness-Related Degree

About the role

Key responsibilities & impact

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.
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 under pressure in a very fast paced environment.

Requirements

What you’ll need

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

Benefits

Comp & perks

Reasonable accommodations may be made to enable people with disabilities to perform these essential functions.
Health insurance
Paid time off
Professional development opportunities