Client Service Manager Position Available In Charleston, South Carolina

Client Service Manager
Charleston, South Carolina
Client Service Manager
Charleston, South Carolina
Full time
Opening on: May 8 2025
Remote
Ascensus
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JOB SUMMARY

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.

ESSENTIAL FUNCTIONS

Reasonable accommodations may be made to enable people with disabilities to perform these essential functions.
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

MANAGEMENT RESPONSIBILITIES

(NONE)

REQUIRED EDUCATION, EXPERIENCE AND CERTIFICATES, LICENSES, REGISTRATIONS

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

PREFERRED

(BUT

NOT REQUIRED

)

EDUCATION 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

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 tasks that are required of the employee for this job. Duties, tasks 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 @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.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider.

Note:

For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for a better future through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity—housed within our

Core Values:

People Matter. Quality First. Integrity Always.®
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (“Protected Status”).