Client Service Manager

Ascensus; Dresher (Montgomery County); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Professional development

Tuition reimbursement

Paid time off

Medical benefits

401(k) match

Job summary

Ascensus in Dresher, PA is seeking a Client Service Manager to deliver high-quality account management for defined contribution relationships, focusing on client satisfaction, retention, and efficient plan administration. You will be the primary contact for clients, advisors, and TPAs, ensuring accurate and timely service.

You will work with Relationship Managers to resolve issues, provide retirement plan expertise, and train Advisors and Plan Sponsors on payroll submissions, fund changes, and

Qualifications

• Bachelor's degree minimum or equivalent combination of education and experience.
• Professional certifications are preferred (ASPPA QKA/QPA, CEBS, NIPA).
• Knowledge of ERISA and IRC sections applicable to plan design and testing.

Responsibilities

• Build strong relationships with clients and advisors through proactive communication.
• Serve as primary point of contact for assigned clients and related parties on day-to-day account management.
• Proactively identify and resolve client issues, providing value-added consulting to improve outcomes.

Skills

ERISA knowledge

Strong communication

Analytical/problem solving

Relationship management

Plan administration experience

Education

Bachelor's degree or equivalent

Professional certification preferred (ASPPA QKA/QPA, CEBS, NIPA)

Tools

Microsoft Excel

Microsoft Outlook

SunGard Relius Administration

Job description

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.

Essential Functions of the Job 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 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 satisfaction by providing retirement plan and operational expertise, proactively identifying, owning and resolving client issues and engaging clients with value added consulting.
• Support clients in managing their fiduciary responsibilities by addressing and resolving plan compliance, regulatory and operational issues in conjunction with the third- party administrator (“TPA”) and financial advisor, if applicable.
• Ensure that our commitments to our clients are met by proactively reviewing the status of assigned plans’ periodic activity (compliance testing, 5500, quarterly statements, RMDs, etc.).
• 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 submission, fund changes, loan and distribution processing, compliance testing, etc.
• 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.
• Solve diverse and complex problems using solid analytical skills where limited precedents or guidelines exist.
• Be able to understand process flow and their interdependencies.

Skills/Abilities

• 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 arrangements, 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

What makes any career at Ascensus so rewarding?

• Collaborative, idea-sharing environment
• Professional Development with in-house training and tuition reimbursement
• Generous reward programs
• Paid time off
• Medical, dental & vision benefits
• Health Savings Account with employer contribution up to $1,100
• 401(k) & 529 college savings match programs
• Volunteer and charitable-giving programs
• Business casual dress

Ascensus helps millions of people save for a better future.