Retirement Plan Client Relations Manager

Ascensus; Pennsylvania; Híbrido; USD 75 000 - 110 000; Tempo integral

Resumo da oferta

AmericanTCS, now part of Ascensus, partners with clients to deliver superior retirement plan administration and recordkeeping. The Client Service Manager drives high‑quality account management for defined contribution relationships, enhancing client satisfaction, retention, and efficiency.

The role involves collaborating with Relationship Managers to resolve issues, ensure compliance, and provide value‑added consulting to plan sponsors and advisors.

Qualificações

• Bachelor's degree or equivalent; professional certs preferred.
• ERISA regulation and Internal Revenue Code knowledge required.
• Experience with plan administration, compliance testing, and 5500s is preferred.

Responsabilidades

• Build strong client and advisor relationships with proactive communication.
• Serve as primary contact for assigned clients, advisors, and TPAs.
• Assist Relationship Managers to deliver retirement plan expertise and resolve client issues.

Conhecimentos

ERISA knowledge

Client relationship mgmt

Regulatory compliance

Excel & Outlook

Communication skills

plan design familiarity

issue resolution

Formação académica

Bachelor's Degree

ASPPA/CEBS/NIPA preferred

Ferramentas

SunGard Relius Administration

Microsoft Excel

Microsoft Outlook

Descrição da oferta de emprego

AmericanTCS, now part of Ascensus, partners with clients to deliver superior retirement plan administration and recordkeeping. The Client Service Manager drives high‑quality account management for defined contribution relationships, enhancing client satisfaction, retention, and efficiency.

The role involves collaborating with Relationship Managers to resolve issues, ensure compliance, and provide value‑added consulting to plan sponsors and advisors.