What are the responsibilities and job description for the Client Service Manager position at Ascensus?
AmericanTCS, recently integrated as part of Ascensus, has forged a lasting legacy for more than 50 years, embodying strength and resilience while championing change and innovation across the retirement industry. We provide a diverse range of tailored retirement plan solutions that symbolize resilience, versatility and strength.
Job Summary
The Client Service Manager is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving longterm satisfaction, client retention, improving efficiencies, resolving client issues, and helping our clients manage their retirement plans for better outcomes.
Responsibilities
Essential Functions of the Job
financial advisors, and partners, on the day-to-day account management with operational
oversight of all account related activities.
and resolving client issues and engaging clients with value added consulting.
(“TPA”) and financial advisor, if applicable.
Supervisory Responsibilities
Qualifications
The above describes the general nature and level of work assigned and is not an exhaustive list. More detailed listing of duties inherent in this position may be outlined in supplemental documents (e.g. responsibilities and objectives, or procedures). This document is subject to change at the discretion of EdgeCo Holdings.
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.
Job Summary
The Client Service Manager is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving longterm satisfaction, client retention, improving efficiencies, resolving client issues, and helping our clients manage their retirement plans for better outcomes.
Responsibilities
Essential Functions of the Job
- Build strong relationships with clients and advisors through proactive communication.
- Maintain and enhance relationships with clients, financial advisors, and industry partners by
financial advisors, and partners, on the day-to-day account management with operational
oversight of all account related activities.
- The Client Service Manager may work with the Relationship Managers to deliver client
and resolving client issues and engaging clients with value added consulting.
- Support clients in managing their fiduciary responsibilities by addressing and resolving plan
(“TPA”) and financial advisor, if applicable.
- Ensure that our commitments to our clients are met by proactively reviewing the status of
- Coordinate effectively and efficiently with internal operations partners, financial advisors, and
- Adhere to team individual service and retention goals.
- Responsible for the overall client relationship experience, including building and maintaining a strong relationship with plan sponsors, advisors, and TPAs.
- Analyze, troubleshoot, and problem solve plan administration and recordkeeping issues
- Provide training to Advisors, and Plan Sponsors, to communicate procedures relating to payroll
- Advise Plan Sponsors on mandatory and discretionary plan document amendments.
- Understand non-discrimination testing under sections 401(k), 401(m) and 401(a)(4) of Internal
- Provide assistance and website training to Advisors, Plan Sponsors, and TPAs
- Solves diverse and complex problems using solid analytical skills where limited precedents or
- Able to understand process flow and their interdependencies
Supervisory Responsibilities
- Knowledge of ERISA Regulations and the applicable Internal Revenue Code is required.
- SunGard Relius Administration experience preferred.
- Compliance testing and contribution calculation experience preferred.
- Advanced knowledge of Microsoft Excel and Outlook is required.
- Must have strong written and verbal communication skills.
- Capable to relate the customer needs to other team members and leadership.
- Must have the ability to process detailed work within assigned timeframes and without errors.
- Familiarity with various plan designs (traditional 401(k), safe harbor, automatic contribution
- Demonstrated experience handling relationships with participants, advisors, Plan Sponsors, or
Qualifications
- Minimum 4 year Bachelors Degree or the equivalent combination of education and relevant experience
- Professional certification preferred. ASPPA (QKA, QPA), CEBS or NIPA (APA) (APR) preferred.
- Sitting: Constant
- Standing, Bending, Twisting: Occasional
- Computer Use: Constant
- Lifting up to 20 pounds: Occasional
- Lifting more than 20 pounds: Occasional
The above describes the general nature and level of work assigned and is not an exhaustive list. More detailed listing of duties inherent in this position may be outlined in supplemental documents (e.g. responsibilities and objectives, or procedures). This document is subject to change at the discretion of EdgeCo Holdings.
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.