{"schemaVersion":"jobsearcher.job.v1","id":"ce66f7492d985bda7fe94710","url":"https://jobsearcher.com/jobs/ce66f7492d985bda7fe94710","canonicalUrl":"https://jobsearcher.com/jobs/ce66f7492d985bda7fe94710","title":"Manager, Client Services","description":"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.\n\nPosition 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.\nEssential Duties and Responsibilities:\nMotivate, 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.\nParticipate in the hiring process by conducting interviews and evaluating candidates.\nResponsible for providing team members with substantive, periodic feedback on performance, including the completion of performance planning, performance updates and the annual performance appraisal.\nMonitor service levels and telephone calls productivity.\nReview and act upon daily production reports.\nPlan and organize workflow in order to meet service commitments.\nProduce weekly/monthly production reports outlining completed cases and pending cases.\nDevelop staffing strategies for appropriate allocation of resources to meet business needs and client service commitments/objectives.\nCoordinate the successful training and instruction of new associates.\nDevelop staff on industry knowledge, general business skills set, and professional development.\nDevelop workflow alternatives that will streamline the production process, including the identification of opportunities for improvement, make recommendations for changes and help implement those changes.\nPerform other duties and special projects as assigned.\nResponsible 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.\nThe 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.\nMinimum Requirements:\nBachelors Degree required.\nAdvanced degree or industry specific certification (ASPPA, CEBS, etc.) strongly preferred.\n3-5 years supervisor/managerial industry experience.\n7-10 years overall industry experience.\nProficiency with Microsoft Office.\nComprehensive knowledge of Ascensus record keeping system and retirement plans; or experience in recordkeeping systems at other recordkeeping providers.\nExcellent analytical and problem solving skills\nAbility to work well under pressure with multiple priorities and deadlines\nSuperior Interpersonal Skills.\nSuperior Presentation Skills.\nSuperior Written and Oral Communication Skills.\nSuperior Conflict Resolution Skills.\nSuperior Project Management Skills.\nSuperior Coaching and Mentoring Skills.\nSuperior Time Management Skills.\nMust be able to travel.\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. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.","company":"Ascensus","rawCompany":"ascensus","city":"Baxter","state":"MN","isRemote":false,"isActive":false,"createdAt":"2026-08-03T10:11:58.816Z","occupations":[{"code":"43-1011.00","title":"First-Line Supervisors of Office and Administrative Support Workers","slug":"first-line-supervisors-of-office-and-administrative-support-workers"},{"code":"39-1022.00","title":"First-Line Supervisors of Personal Service Workers","slug":"first-line-supervisors-of-personal-service-workers"},{"code":"11-1021.00","title":"General and Operations Managers","slug":"general-and-operations-managers"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"541618","title":"Other Management Consulting Services","slug":"other-management-consulting-services"},{"code":"541611","title":"Administrative Management and General Management Consulting Services","slug":"administrative-management-and-general-management-consulting-services"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Manager, Client Services","description":"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.\n\nPosition 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.\nEssential Duties and Responsibilities:\nMotivate, 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.\nParticipate in the hiring process by conducting interviews and evaluating candidates.\nResponsible for providing team members with substantive, periodic feedback on performance, including the completion of performance planning, performance updates and the annual performance appraisal.\nMonitor service levels and telephone calls productivity.\nReview and act upon daily production reports.\nPlan and organize workflow in order to meet service commitments.\nProduce weekly/monthly production reports outlining completed cases and pending cases.\nDevelop staffing strategies for appropriate allocation of resources to meet business needs and client service commitments/objectives.\nCoordinate the successful training and instruction of new associates.\nDevelop staff on industry knowledge, general business skills set, and professional development.\nDevelop workflow alternatives that will streamline the production process, including the identification of opportunities for improvement, make recommendations for changes and help implement those changes.\nPerform other duties and special projects as assigned.\nResponsible 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.\nThe 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.\nMinimum Requirements:\nBachelors Degree required.\nAdvanced degree or industry specific certification (ASPPA, CEBS, etc.) strongly preferred.\n3-5 years supervisor/managerial industry experience.\n7-10 years overall industry experience.\nProficiency with Microsoft Office.\nComprehensive knowledge of Ascensus record keeping system and retirement plans; or experience in recordkeeping systems at other recordkeeping providers.\nExcellent analytical and problem solving skills\nAbility to work well under pressure with multiple priorities and deadlines\nSuperior Interpersonal Skills.\nSuperior Presentation Skills.\nSuperior Written and Oral Communication Skills.\nSuperior Conflict Resolution Skills.\nSuperior Project Management Skills.\nSuperior Coaching and Mentoring Skills.\nSuperior Time Management Skills.\nMust be able to travel.\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. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.","datePosted":"2026-08-03T10:11:58.816Z","dateModified":"2026-08-03T10:11:58.816Z","hiringOrganization":{"@type":"Organization","name":"Ascensus","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Baxter","addressRegion":"MN","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"ce66f7492d985bda7fe94710"},"url":"https://jobsearcher.com/jobs/ce66f7492d985bda7fe94710"}}