MEP​/PEP Client Service Manager

Job Overview

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.

Manages and nurtures relationships with qualified defined contribution retirement plans using our record‑keeping platform. Serves as the primary point of contact for assigned relationships, addresses client escalations, documents procedures, and identifies opportunities for process improvement.

• Provide client support and customer service for daily client inquiries through 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.
• Excel 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.
• Possess emotional intelligence and the ability to simplify complex retirement concepts to non‑experts.
• Maintain employer relationships, understand organizational needs, tailor plan frameworks, and effectively resolve escalations or service gaps.

• 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

• Bachelor’s degree in a business‑related field or industry experience
• DST experience

• Diversity and Inclusion
• Creative Problem Solver
• Proven fiduciary judgment and ethical decision‑making
• Strong organizational skills with an ability to juggle compliance, communication, and operations
• Tech‑savvy with 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%.

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.

National average salary range for this role: $60‑80 k in base pay, exclusive of any bonuses and benefits. 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. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid‑Time‑Off, etc. For more information, please visit benefits page.

Seniority level:
Mid‑Senior level

Employment type:

Full‑time

Job function:
Business Development and Sales