Retirement Plans Client Services Lead

Ascensus; Charleston (SC); Hybrid; USD 70,000 - 110,000; Full time

Job summary

Ascensus, including its AmericanTCS integration, seeks a Client Service Manager to oversee a portfolio of defined contribution relationships. The role focuses on high-quality account management, client satisfaction, and retention within the retirement plan space.

Responsibilities include proactive client/advisor communication, issue resolution, and collaboration with TPAs and plan sponsors to ensure accurate recordkeeping and regulatory compliance.

Qualifications

• Requires knowledge of ERISA regulations and Internal Revenue Code.
• Proficient with SunGard Relius Administration and Excel/Outlook.
• Experience with fiduciary responsibilities, plan compliance and regulatory issues.
• Strong written and verbal communication skills.

Responsibilities

• Build strong client relationships and proactive communication with clients and advisors.
• Maintain and enhance relationships with clients, financial advisors, and partners.
• Assist in delivering retirement plan and operational expertise to clients and sponsors.
• Help ensure plan compliance and resolve client issues with third-party administrator and advisors.
• Review plan activity and compliance testing, statements and distributions.

Skills

ERISA knowledge

Communication skills

Relationship management

Excel

Outlook

Operational oversight

Problem solving

Regulatory compliance

Education

Bachelor's degree or equivalent

ASPPA / CEBS / NIPA certifications preferred

Tools

SunGard Relius Administration

Microsoft Excel

Microsoft Outlook

Job description

Ascensus, including its AmericanTCS integration, seeks a Client Service Manager to oversee a portfolio of defined contribution relationships. The role focuses on high-quality account management, client satisfaction, and retention within the retirement plan space.

Responsibilities include proactive client/advisor communication, issue resolution, and collaboration with TPAs and plan sponsors to ensure accurate recordkeeping and regulatory compliance.