Senior Client Service Manager
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Job Location:
Charlotte, VT - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Job Summary: Builds and maintains relationships as point of contact for assigned key relationships for qualified defined contribution retirement plans utilizing our Record-keeping platform; resolves team escalations documents procedures and identifies areas for process improvement.
Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
- Provides client support and customer service on day-to-day issues with clients by responding timely and effectively either orally or via written communication
- Acts in a pro-active 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 respond to requests for specialized reports communicate fund actions consults on client inquiries and researches/resolves issues
- May participate in final Sales presentations as well as prepare and facilitate client/advisor meetings when needed
- Performs under pressure with minimal direction
- Meets competing deadlines in a very fast paced dynamic and demanding environment with a high degree of urgency and accuracy
- Focuses on learning in everyday activities and events
- Collaborates with and openly shares knowledge with colleagues
- Regular reliable and punctual attendance
Management Responsibilities (None)
Required Education Experience and Certificates Licenses Registrations
- 5 years of experience working in a related position in the retirement services sector
- Strong MS Office skills to include Excel
Preferred (but not required) education or skills for this role are
- Bachelors degree in a business related field or industry experience
- DST experience
Competencies
- Verbal and Written Communication Skills
- Independent
- Time Management
- Diplomatic
- Creative Problem Solver
- Integrity
- Analytical Thinker
- Resourceful
- Team Player
- Sound Judgment
- Results Driven
- Exhibits Personal Credibility
- Forward Thinking
- Planning and Organizing
- Project Management
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 responsibilities that are required of the employee for this job. Duties responsibilities and activities may change at any time with or without notice.
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ or @ 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.
Required Experience:
Manager
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
About Company
Everyone deserves to feel financially secure. We help more people save through partnerships with leading financial institutions and state governments.
