Manager, Client Services

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.

Position Purpose: Responsible for managing a staff of associates in the delivery of excellent client service to plan sponsors, brokers/agents and financial partners in all aspects of retirement plan services. The Manager will lead the staff in maintaining service standards and an environment that promotes achievement and professional growth.

Essential Duties and Responsibilities:
• Motivate, lead and support team members to provide excellent customer service by ensuring that staff is properly trained to respond to inquiries in a professional manner.
• Participate in the hiring process by conducting interviews and evaluating candidates.
• Responsible for providing team members with substantive, periodic feedback on performance, including the completion of performance planning, performance updates and the annual performance appraisal.
• Monitor service levels and telephone calls productivity.
• Review and act upon daily production reports.
• Plan and organize workflow in order to meet service commitments.
• Produce weekly/monthly production reports outlining completed cases and pending cases.
• Develop staffing strategies for appropriate allocation of resources to meet business needs and client service commitments/objectives.
• Coordinate the successful training and instruction of new associates.
• Develop staff on industry knowledge, general business skills set, and professional development.
• Develop workflow alternatives that will streamline the production process, including the identification of opportunities for improvement, make recommendations for changes and help implement those changes.
• Perform other duties and special projects as assigned.
• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
• The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.

Minimum Requirements:
• Bachelors Degree required.
• Advanced degree or industry specific certification (ASPPA, CEBS, etc.) strongly preferred.
• 3-5 years supervisor/managerial industry experience.
• 7-10 years overall industry experience.
• Proficiency with Microsoft Office.
• Comprehensive knowledge of Ascensus record keeping system and retirement plans; or experience in recordkeeping systems at other recordkeeping providers.
• Excellent analytical and problem solving skills
• Ability to work well under pressure with multiple priorities and deadlines
• Superior Interpersonal Skills.
• Superior Presentation Skills.
• Superior Written and Oral Communication Skills.
• Superior Conflict Resolution Skills.
• Superior Project Management Skills.
• Superior Coaching and Mentoring Skills.
• Superior Time Management Skills.
• Must be able to travel.

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.


For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.

Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").