Hiring: Client Service Manager Company: Ascensus Location: Dresher, PA Job Posted Time: 2026-09-12 11:49:58 Target Skills & Keywords : Microsoft Excel About the job Experience: •Minimum 4 year Bachelors Degree or the equivalent combination of education and relevant experience •4 year Bachelors Degree or the equivalent combination of education and relevant experience Required Skills: •Build strong relationships with clients and advisors through proactive communication. •Maintain 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. •The 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. •Support 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. •Ensure that our commitments to our clients are met by proactively reviewing the status of assigned plans’ periodic activity. •Coordinate effectively and efficiently with internal operations partners, financial advisors, and other client related service providers. •Adhere to team individual service and retention goals. Qualifications: •Professional certification preferred. ASPPA (QKA, QPA), CEBS or NIPA (APA) (APR) preferred. •Lifting up to 20 pounds: Occasional •Lifting more than 20 pounds: Occasional •The 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. Compensation: •Understand non-discrimination testing under sections 401(k), 401(m) and 401(a)(4) of Internal Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!