MEP/PEP Client Service Manager

Ascensus • Lake Mary, FL

84d

About The Position

The position involves building and maintaining relationships with qualified defined contribution retirement plans using the company's Recordkeeping platform. The individual will act as a point of contact for assigned relationships, resolve team escalations, document procedures, and identify areas for process improvement. The role requires providing client assistance and customer service for day-to-day issues, proactively engaging with clients to ensure retention, and collaborating with various stakeholders including plan sponsors, brokers, registered investment advisors, and auditors. The work environment is fast-paced, requiring the ability to work under pressure and focus on continuous learning. Regular attendance and knowledge exchange with colleagues are also essential.

Requirements

• At least 3+ years of experience in a related position in the retirement services sector.
• Proven relationship management experience.
• Demonstrated project management skills.
• Solid MS Office skills, including Excel.

Nice To Haves

• Bachelor’s degree in a business-related field or relevant industry experience.
• DST experience.

Responsibilities

• Provides client assistance and customer service on day-to-day issues with clients through oral and written communication.
• Acts proactively with assigned clients to build relationships and ensure retention.
• Works with plan sponsors, brokers, registered investment advisors, Trust companies, and other third-party vendors to respond to requests for specialized reports and resolve issues.
• Coordinates with colleagues and shares knowledge openly.
• Maintains regular, reliable, and punctual attendance.

Benefits

• Collaborative, idea-sharing environment.
• Professional development with in-house training and tuition reimbursement.
• Generous reward programs.
• Paid time off.
• Medical, dental & vision benefits.
• Health Savings Account with employer contribution up to $1,100.
• 401(k) & 529 college savings match programs.
• Volunteer and charitable-giving programs.
• Business casual dress.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree