Client Services Manager
PayNearMe
MEP/PEP Client Service Manager
Ascensus
full-time
Posted on:
Location Type: Remote
Location: Remote • Florida, Pennsylvania • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- 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 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.
Requirements
- 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
- 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
Benefits
- Reasonable accommodations may be made to enable people with disabilities to perform these essential functions.
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
project managementrelationship managementcustomer serviceprocess improvementreportingExcel
Soft skills
diplomaticcreative problem solverintegritydetailed thinkerresourcefulteam playersound judgmentresults orientedpersonal credibilitywritten and oral communication skills
