Client Service Manager

Ascensus; Charleston (SC); On-site; USD 70,000 - 100,000; Full time

Job summary

Ascensus, recently integrated as AmericanTCS, seeks a Client Service Manager to deliver high-quality account management for defined contribution relationships. You will drive client satisfaction, retention, and efficiency while coordinating with plan sponsors, advisors, and TPAs.

The role requires ERISA/IRC knowledge, strong communication, and proficiency with Excel and Outlook. You will train Advisors and Plan Sponsors on procedures and amendments, ensuring accurate and timely service.

Qualifications

• Minimum 4 year Bachelor’s Degree or the equivalent combination of education and relevant experience.
• Professional certification preferred (ASPPA QKA/QPA, CEBS or NIPA).
• Knowledge of ERISA regulations and the Internal Revenue Code.
• Advanced knowledge of Microsoft Excel and Outlook.

Responsibilities

• Build strong relationships with clients and advisors through proactive communication.
• Maintain and enhance relationships with clients, financial advisors, and industry partners by providing engaging ongoing service; serve as the primary point of contact for all assigned clients, financial advisors, and partners.
• Collaborate with Relationship Managers to deliver client outcomes and support plan sponsors and TPAs.
• Support clients in managing fiduciary responsibilities by addressing and resolving plan administration and recordkeeping issues.
• Coordinate effectively with internal operations partners, financial advisors, and other client-related service providers.
• Ensure commitments to clients are met by proactively reviewing plan status and reporting accordingly.

Skills

Client relationship management

Proactive communication

Problem solving

Education

Bachelor's degree

ASPPA QKA/QPA CEBS NIPA (preferred)

Tools

Microsoft Excel

Microsoft Outlook

SunGard Relius Administration

Job description

AmericanTCS, recently integrated as part of Ascensus, has forged a lasting legacy for more than 50 years, embodying strength and resilience while championing change and innovation across the retirement industry. We provide a diverse range of tailored retirement plan solutions that symbolize resilience, versatility and strength.

Job Summary

The Client Service Manager is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving longterm satisfaction, client retention, improving efficiencies, resolving client issues, and helping our clients manage their retirement plans for better outcomes.

Responsibilities

Essential Functions of the Job

• Build strong relationships with clients and advisors through proactive communication.
• Maintain and enhance relationships with clients, financial advisors, and industry partners by

providing engaging on-going service; serve as the primary point of contact for all assigned clients, financial advisors, and partners, on the day-to-day account management with operational oversight of all account related activities.

• The Client Service Manager may work with the Relationship Managers to deliver client

• Support clients in managing their fiduciary responsibilities by addressing and resolving plan

• Ensure that our commitments to our clients are met by proactively reviewing the status of

• Coordinate effectively and efficiently with internal operations partners, financial advisors, and other client related service providers.

• Adhere to team individual service and retention goals.
• Responsible for the overall client relationship experience, including building and maintaining a strong relationship with plan sponsors, advisors, and TPAs.
• Analyze, troubleshoot, and problem solve plan administration and recordkeeping issues
• Provide training to Advisors, and Plan Sponsors, to communicate procedures relating to payroll
• Advise Plan Sponsors on mandatory and discretionary plan document amendments.
• Understand non-discrimination testing under sections 401(k), 401(m) and 401(a)(4) of Internal Revenue Code
• Provide assistance and website training to Advisors, Plan Sponsors, and TPAs
• Solves diverse and complex problems using solid analytical skills where limited precedents or guidelines exist.
• Able to understand process flow and their interdependencies

Supervisory Responsibilities

• Knowledge of ERISA Regulations and the applicable Internal Revenue Code is required.
• SunGard Relius Administration experience preferred.
• Compliance testing and contribution calculation experience preferred.
• Advanced knowledge of Microsoft Excel and Outlook is required.
• Must have strong written and verbal communication skills.
• Capable to relate the customer needs to other team members and leadership.
• Must have the ability to process detailed work within assigned timeframes and without errors.
• Familiarity with various plan designs (traditional 401(k), safe harbor, automatic contribution array, new comparability, etc.).
• Demonstrated experience handling relationships with participants, advisors, Plan Sponsors, or TPAs.

Qualifications

• Minimum 4 year Bachelors Degree or the equivalent combination of education and relevant experience
• Professional certification preferred. ASPPA (QKA, QPA), CEBS or NIPA (APA) (APR) preferred.

Physical Requirements

• Sitting: Constant
• Standing, Bending, Twisting: Occasional
• Computer Use: Constant
• Lifting up to 20 pounds: Occasional
• Lifting more than 20 pounds: Occasional

Disclaimer

The above describes the general nature and level of work assigned and is not an exhaustive list. More detailed listing of duties inherent in this position may be outlined in supplemental documents (e.g. responsibilities and objectives, or procedures). This document is subject to change at the discretion of EdgeCo Holdings.