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Client Services Manager

Location:Tucson, AZ
Level:Full Time
Category: Client Services


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.

Ascensus is a place to have a career, not just a job. As the largest US independent retirement and college savings services provider, we put our focus on people.  Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity. When you join our team, you get to go to work every day knowing that you help over 6 million Americans save for retirement and college.


Ascensus is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, citizenship, sex, marital or veteran status, disability or handicap, sexual orientation or any other basis prohibited by applicable law. Ascensus also takes affirmative action to employ, and advance in employment, qualified women, minorities, and covered veterans. Ascensus also makes reasonable accommodations for qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state laws


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What makes any career at Ascensus so rewarding?

  • Collaborative, idea-sharing environment
  • Professional development
    • In-house training
    • Tuition reimbursement
  • Generous reward programs
  • Paid time off (additional purchase plan)
  • Medical, dental & vision benefits
  • Health savings account (employer contribution up to $1,100)
  • 401(k) & 529 match programs
  • Volunteer/charitable-giving programs
  • Business casual dress
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