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.
ESSENTIAL FUNCTIONS
Provides client support and customer service for daily client inquiries through both verbal and written communication.
Demonstrates a proactive approach with assigned clients, fostering relationships to ensure client retention and satisfaction.
Collaborates with primary plan contacts, partners and advisors to respond to requests for specialized reports, consult on client inquiries, and research/resolve issues.
Excels in high‑pressure, fast‑paced environments.
Participates and engages in open knowledge sharing with colleagues.
Provides clear participant guidance, employer communications, retirement education sessions, and collaterals.
Must possess emotional intelligence and the ability to simplify complex retirement concepts to non‑experts.
Maintains employer relationships, understands organizational needs, tailors plan frameworks, and effectively resolves escalations or service gaps.
REQUIRED EDUCATION, EXPERIENCE AND CERTIFICATES, LICENSES, REGISTRATIONS
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
PREFERRED (BUT NOT REQUIRED) EDUCATION OR SKILLS FOR THIS ROLE ARE
Bachelor's degree in a business‑related field or industry experience
DST experience
PROFICIENCIES
Diversity and Inclusion
Creative Problem Solver
Proven fiduciary judgment and ethical decision‑making
Strong organizational skills with an ability to juggle compliance, communication, and operations
Tech‑savvy with ability to learn and manage recordkeeping platforms
Confident communicator, both in writing and in‑person presentations
Collaborative mindset and ability to work with diverse stakeholders
TRAVEL
Up to 10%
OTHER DUTIES
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or tasks that are required of the employee for this job. Duties, tasks and activities may change at any time with or without notice.
COMPENSATION
The national average salary range for this role $60‑80k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid‑Time‑Off, etc. For more information, please visit #Benefits.
EEO STATEMENT
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (“Protected Status”).
#J-18808-Ljbffr

MEP/PEP Client Service Manager. Job in Newark LilyLifestyle Jobs
United Cerebral Palsy of Georgia · Newark, NJ, USA ·
- Pay:
- 60.000 - 80.000
- Job type:
- Full Time