{"id":3155183,"url":"https://alion.io/job/ascensus-client-service-manager","title":"Client Service Manager","company":{"id":8069,"name":"Ascensus","domain":"ascensus.com","url":"https://alion.io/company/ascensus","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":75,"open_postings":6,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":null,"computed_at":"2026-10-27T05:46:45Z"}},"role":"Field & Service","role_family":"Field & Service","seniority":"middle","employment_type":"full_time","work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"board_field","remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Charlotte, United States","Charleston, United States","Philadelphia, United States","United States"],"countries":["US"],"hiring_countries":["US"],"hiring_countries_total":1,"salary":null,"salary_estimate":{"min_usd":49000,"max_usd":94000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":323},"experience_years_min":4,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false},{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-09-18T00:00:00Z","employer_posted_date":"2026-09-18","last_verified_at":"2026-10-26T22:22:36Z","board_verified":true,"closed_at":null,"days_open":40,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":40},"description":"AmericanTCS, recently integrated as part of Ascensus, has forged a lasting legacy for more than 50 years, embodying strength and resilience while championing change and innovation across the retirement industry. We provide a diverse range of tailored retirement plan solutions that symbolize resilience, versatility and strength.\nJob Summary\nThe Client Service Manager is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving longterm satisfaction, client retention, improving efficiencies, resolving client issues, and helping our clients manage their retirement plans for better outcomes.\nEssential Functions of the Job\nResponsibilities\nBuild strong relationships with clients and advisors through proactive communication.\nMaintain and enhance relationships with clients, financial advisors, and industry partners by providing engaging on-going service; serve as the primary point of contact for all assigned clients, financial advisors, and partners, on the day-to-day account management with operational oversight of all account related activities.\nThe Client Service Manager may work with the Relationship Managers to deliver client satisfaction by providing retirement plan and operational expertise, proactively identifying, owning and resolving client issues and engaging clients with value added consulting.\nSupport clients in managing their fiduciary responsibilities by addressing and resolving plan compliance, regulatory and operational issues in conjunction with the third- party administrator (“TPA”) and financial advisor, if applicable.\nEnsure that our commitments to our clients are met by proactively reviewing the status of assigned plans’ periodic activity (compliance testing, 5500, quarterly statements, RMDs, etc.).\nCoordinate effectively and efficiently with internal operations partners, financial advisors, and other client related service providers.\nAdhere to team individual service and retention goals.\nResponsible for the overall client relationship experience, including building and maintaining a strong relationship with plan sponsors, advisors, and TPAs.\nAnalyze, troubleshoot, and problem solve plan administration and recordkeeping issues\nProvide training to Advisors, and Plan Sponsors, to communicate procedures relating to payroll submission, fund changes, loan and distribution processing, compliance testing, etc.\nAdvise Plan Sponsors on mandatory and discretionary plan document amendments.\nUnderstand non-discrimination testing under sections 401(k), 401(m) and 401(a)(4) of Internal Revenue Code\nProvide assistance and website training to Advisors, Plan Sponsors, and TPAs\nSolves diverse and complex problems using solid analytical skills where limited precedents or guidelines exist.\nAble to understand process flow and their interdependencies\nSupervisory Responsibilities\n Skills/Abilities\nKnowledge of ERISA Regulations and the applicable Internal Revenue Code is required.\nSunGard Relius Administration experience preferred.\nCompliance testing and contribution calculation experience preferred.\nAdvanced knowledge of Microsoft Excel and Outlook is required.\nMust have strong written and verbal communication skills.\nCapable to relate the customer needs to other team members and leadership.\nMust have the ability to process detailed work within assigned timeframes and without errors.\nFamiliarity with various plan designs (traditional 401(k), safe harbor, automatic contribution arrangements, new comparability, etc.).\nDemonstrated experience handling relationships with participants, advisors, Plan Sponsors, or TPAs.\nQualifications\nMinimum 4 year Bachelors Degree or the equivalent combination of education and relevant experience\nProfessional certification preferred. ASPPA (QKA, QPA), CEBS or NIPA (APA) (APR) preferred.\nPhysical Requirements\nSitting: Constant • Standing, Bending, Twisting: Occasional • Computer Use: Constant • Lifting up to 20 pounds: Occasional\nLifting more than 20 pounds: Occasional\nDisclaimer\nThe above describes the general nature and level of work assigned and is not an exhaustive list. More detailed listing of duties inherent in this position may be outlined in supplemental documents (e.g. responsibilities and objectives, or procedures). This document is subject to change at the discretion of EdgeCo Holdings.\nBe 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. 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