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Client Service Manager at Ascensus - ApplyBlast

Client Service Manager

Ascensus

1 month ago

3.4 on Glassdoor

Dresher, Pennsylvania, United States

Onsite

Full Time

Manager

0 applicants

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About this role

The Client Service Manager delivers high-quality account management and administration for a portfolio of defined contribution relationships, focusing on driving client satisfaction, retention, and operational efficiency. This role serves as the primary point of contact for clients, financial advisors, and partners, resolving issues and providing value-added consulting to help clients manage their retirement plans effectively. The position involves coordinating with internal teams and third-party administrators to ensure compliance and support fiduciary responsibilities.

Responsibilities

Deliver high quality account management and administration for defined contribution relationships
Build and maintain strong relationships with clients, financial advisors, and industry partners
Resolve plan compliance, regulatory, and operational issues in conjunction with third-party administrators

Skills

Qualifications

ASPPA (QKA, QPA)CEBSNIPA (APA) (APR)

About Ascensus

ascensus.com

Headquarters

Dresher, Pennsylvania, United States

Company Size

5001-10000 employees

Founded

1980

View Profile

Everyone deserves to feel financially secure. We help more people save through partnerships with leading financial institutions and state governments.