MEP/PEP Client Service Manager

Ascensus•Pittsburgh, PA

58d

About The Position

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. JOB SUMMARY 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.

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

Nice To Haves

Bachelor's degree in a business-related field or industry experience
DST experience

Responsibilities

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

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