MEP/PEP Client Service Manager

About the Role

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. This role manages and nurtures relationships with qualified defined contribution retirement plans using our recordkeeping platform, serving as the primary point of contact for assigned relationships.

Responsibilities

• Provides client support and customer service for daily client inquiries through both verbal and written communication.
• Demonstrates a proactive approach with assigned clients, fostering relationships to ensure client retention and satisfaction.
• Collaborates with primary plan contacts, partners, and advisors to respond to requests for specialized reports, consult on client inquiries, and research/resolve issues.
• Excels in high-pressure, fast-paced environments.
• Participates in open knowledge sharing with colleagues.
• Provides clear participant guidance, employer communications, retirement education sessions, and collaterals.
• Maintains employer relationships, understands organizational needs, tailors plan frameworks, and effectively resolves escalations or service gaps.

Requirements

• 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, including Excel.

Qualifications

• Bachelor’s degree in a business-related field or industry experience (preferred but not required).
• DST experience (preferred but not required).

Skills

• Diversity and Inclusion.
• Creative Problem Solver.
• Proven fiduciary judgment and ethical decision-making.
• Strong organizational skills with an ability to juggle compliance, communication, and operations.
• Tech-savvy with ability to learn and manage recordkeeping platforms.
• Confident communicator, both in writing and in-person presentations.
• Collaborative mindset and ability to work with diverse stakeholders.

Travel

Up to 10%.

Pay

The national average salary range for this role is $60-80k in base pay, exclusive of any bonuses and benefits. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment.

Benefits

Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits.