4 Jobs in Remote, CA
Ascensus is Hiring a Remote Client Service Manager
J O B S UMMARY
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.
E SSE NTIAL F UNCTIONS
- 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
M ANAGEMENT R ESP O NSIBILITIES ( N O NE )
R E Q UIRED E DUCATION , E XPE RIENCE AND C E RTIFICATES , L ICENSES , R E G ISTRATIONS
- 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
P REFERRED ( BUT NOT REQUIRED ) E DUCATION OR SKILLS FOR THIS ROLE ARE
- Bachelor’s degree in a business-related field or industry experience
- DST experience
PROFICIENCIES
- Ability to work unsupervised
- Diplomatic
- Creative Problem Solver
- Integrity
- Detailed Thinker
- Resourceful
- Team Player
- Sound Judgment
- Results Oriented
- Personal Credibility
- Written and Oral Communication Skills
T R A VE L : Up to 10%
O T HER D UTIES
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.
Job Summary
Full Time
Investment Management
$98k-127k (estimate)
05/25/2024
07/23/2024
ascensus.com
ENCINO, CA
500 - 1,000
1980
DANIEL KRAUITZ
$500M - $1B
Investment Management
Related Companies
About Ascensus
Ascensus helps millions of people save for what mattersretirement, education, and healthcare. Were also one of the savings plan industrys leading providers of outsourced services. Our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers. Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. For more information, visit ascensus.com.
The job skills required for Client Service Manager include Customer Service, Project Management, Written Communication, Integrity, Oral Communication, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Manager. Select any job title you are interested in and start to search job requirements.
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Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Service Manager job description and responsibilities
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Service Manager jobs
The broader and deeper a person's qualifications, the better they are able to develop solutions to complex customer service-related problems.
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Candidates should first apply for an entry-level job that requires customer service, such as working at a retail store or being employed at a call center.
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Build a strong commitment and resolve to deliver exceptional customer service.
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Candidates should ensure their resume has all related education, experiences and skills necessary to the client services manager position they are applying for.
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Many times skills can be taught, but people must come to the table with certain traits, or no matter how skillful they are, they may still not be effective at delivering an amazing customer service experience.
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Step 3: View the best colleges and universities for Client Service Manager.
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