MEP/PEP Client Service Manager

Ascensus; Dresher (Montgomery County); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) match

Medical, dental, and vision benefits

Paid-time-off

Health Savings Account with employer contribution

Volunteer and charitable-giving programs

Job summary

Ascensus in Dresher, United States, is seeking a client support specialist in the retirement services sector. The ideal candidate will engage with clients to foster relationships and resolve issues, demonstrating strong project management and MS Office skills.

With 3+ years of relevant experience, you will provide daily support and collaborate effectively with stakeholders. The compensation for this role ranges from $60,000 to $80,000, plus benefits such as a 401(k) match and health insurance.

Qualifications

• 3+ years of experience in retirement services sector.
• Proven relationship management experience.
• Solid MS Office skills, including Excel.

Responsibilities

• Provide client support and customer service for daily inquiries.
• Collaborate with plan contacts, partners, and advisors.
• Maintain employer relationships and tailor plan frameworks.

Skills

Client support

Relationship management

Project management

Communication skills

MS Office skills

Education

Bachelor’s degree in business-related field

Job description

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16million people save for a better today and tomorrow. We manage and nurture relationships with qualified defined‑contribution retirement plans using our record‑keeping platform and serve as the primary point of contact for assigned relationships, addressing client escalations, documenting procedures, and identifying opportunities for process improvement.

ESSENTIAL FUNCTIONS

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

• Provide client support and customer service for daily client inquiries through both verbal and written communication.
• Demonstrate a proactive approach with assigned clients, fostering relationships to ensure client retention and satisfaction.
• Collaborate with primary plan contacts, partners, and advisors to respond to requests for specialized reports, consult on client inquiries, and research/resolve issues.
• Operate in high‑pressure, fast‑paced environments.
• Participate and engage in open knowledge sharing with colleagues.
• Provide clear participant guidance, employer communications, retirement education sessions, and collateral materials.
• Maintain employer relationships, understand organizational needs, tailor plan frameworks, and effectively resolve escalations or service gaps.

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, including Excel.

PREFERRED EDUCATION OR SKILLS FOR THIS ROLE ARE

• Bachelor’s degree in a business‑related field or industry experience.
• DST experience.
• Diversity and inclusion expertise.
• Creative problem‑solving ability.
• Proven fiduciary judgment and ethical decision‑making.
• Strong organizational skills with the ability to juggle compliance, communication, and operations.
• Tech‑savvy with the ability to learn and manage record‑keeping platforms.
• Confident communicator, both in writing and in‑person presentations.
• Collaborative mindset and ability to work with diverse stakeholders.

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.

SALARY AND BENEFITS

The national average salary range for this role is $60–$80k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. 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. We do not anticipate that candidates hired will begin at the top of the range; however, from time to time, it may occur on a case‑by‑case basis.

• 401(k) match.
• Medical, dental, and vision benefits.
• Paid‑time‑off.
• Health Savings Account with employer contribution up to $1,100.
• 401(k) and 529 college savings match programs.
• Volunteer and charitable‑giving programs.
• Business casual dress policy.

For more information on benefits, please visit careers.ascensus.com/#Benefits.