Ascensus

MEP/PEP Client Service Manager

Ascensus(1 month ago)

HybridFull TimeMedior$60,000 - $80,000Retirement Services
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About this role

A relationship manager at Ascensus focused on defined contribution retirement plans, serving as the primary client contact on the company’s recordkeeping platform. The role supports plan sponsors, advisors, and participants to ensure satisfaction and retention while coordinating with internal teams and partners. It operates within the retirement services organization to help clients manage their savings programs effectively.

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Required Skills

  • Relationship Management
  • Client Support
  • Project Management
  • Excel
  • Communication
  • Presentation
  • Problem Solving
  • Recordkeeping
  • Compliance
  • Retirement Education

+1 more

Qualifications

  • Bachelor’s Degree in Business (Preferred)
Ascensus

About Ascensus

ascensus.com

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

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