Senior Client Service Manager

Ascensus•Philadelphia, PA

About The Position

Builds and maintains relationships as point of contact for assigned key relationships for qualified defined contribution retirement plans utilizing our Record-keeping platform; resolves team escalations, documents procedures and identifies areas for process improvement. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. Provides client support and customer service on day-to-day issues with clients by responding timely and effectively either orally or via written communication Acts in a pro-active 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 respond to requests for specialized reports, communicate fund actions, consults on client inquiries and researches/resolves issues May participate in final Sales presentations as well as prepare and facilitate client/advisor meetings when needed Performs under pressure with minimal direction Meets competing deadlines in a very fast paced, dynamic and demanding environment with a high degree of urgency and accuracy Focuses on learning in everyday activities and events Collaborates with and openly shares knowledge with colleagues Regular, reliable, and punctual attendance Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. Ascensus helps millions of people save for a better future. What makes any career at Ascensus so rewarding? 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

Requirements

5+ years of experience working in a related position in the retirement services sector
Strong 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 support and customer service on day-to-day issues with clients by responding timely and effectively either orally or via written communication
Acts in a pro-active 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 respond to requests for specialized reports, communicate fund actions, consults on client inquiries and researches/resolves issues
May participate in final Sales presentations as well as prepare and facilitate client/advisor meetings when needed
Performs under pressure with minimal direction
Meets competing deadlines in a very fast paced, dynamic and demanding environment with a high degree of urgency and accuracy
Focuses on learning in everyday activities and events
Collaborates with and openly shares knowledge with colleagues
Regular, reliable, and punctual attendance