MEP/PEP Client Service Manager

Ascensus • Dresher, PA

79d

About The Position

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.

What This Job Offers

• Industry: Funds, Trusts, and Other Financial Vehicles