Ascensus is the leading independent technology and service platform powering savings plans across ... Responsible for managing a staff of associates in the delivery of excellent client service to plan ...
60 Ascensus Client Services Manager Jobs Hiring Near You
Ascensus is the leading independent technology and service platform powering savings plans across ... Responsible for managing a staff of associates in the delivery of excellent client service to plan ...
Ascensus is the leading independent technology and service platform powering savings plans across ... Responsible for managing a staff of associates in the delivery of excellent client service to plan ...
Ascensus is the leading independent technology and service platform powering savings plans across ... Responsible for managing a staff of associates in the delivery of excellent client service to plan ...
Manager, Client Services
Baxter, MN · On-site
Ascensus is the leading independent technology and service platform powering savings plans across ... Responsible for managing a staff of associates in the delivery of excellent client service to plan ...
Manager, Client Services
Baxter, MN · On-site
Ascensus is the leading independent technology and service platform powering savings plans across ... Responsible for managing a staff of associates in the delivery of excellent client service to plan ...
Ascensus is the leading independent technology and service platform powering savings plans across ... Responsibilities include relationship management for these plan accounts and financial advisors ...
Ascensus is the leading independent technology and service platform powering savings plans across ... Responsibilities include relationship management for these plan accounts and financial advisors ...
Ascensus is the leading independent technology and service platform powering savings plans across ... Responsibilities include relationship management for these plan accounts and financial advisors ...
Ascensus is the leading independent technology and service platform powering savings plans across ... Responsibilities include relationship management for these plan accounts and financial advisors ...
Ascensus is the leading independent technology and service platform powering savings plans across ... Responsibilities include relationship management for these plan accounts and financial advisors ...
Ascensus is the leading independent technology and service platform powering savings plans across ... Responsibilities include relationship management for these plan accounts and financial advisors ...
Ascensus is the leading independent technology and service platform powering savings plans across ... Responsibilities include relationship management for these plan accounts and financial advisors ...
Ascensus is the leading independent technology and service platform powering savings plans across ... Responsibilities include relationship management for these plan accounts and financial advisors ...
Ascensus is the leading independent technology and service platform powering savings plans across ... Responsibilities include relationship management for these plan accounts and financial advisors ...
Ascensus is the leading independent technology and service platform powering savings plans across ... Responsibilities include relationship management for these plan accounts and financial advisors ...
Ascensus is the leading independent technology and service platform powering savings plans across ... Responsibilities include relationship management for these plan accounts and financial advisors ...
Ascensus is the leading independent technology and service platform powering savings plans across ... Responsibilities include relationship management for these plan accounts and financial advisors ...
Ascensus is the leading independent technology and service platform powering savings plans across ... Responsibilities include relationship management for these plan accounts and financial advisors ...
Ascensus is the leading independent technology and service platform powering savings plans across ... Responsibilities include relationship management for these plan accounts and financial advisors ...
Ascensus is the leading independent technology and service platform powering savings plans across ... Responsibilities include relationship management for these plan accounts and financial advisors ...
Ascensus is the leading independent technology and service platform powering savings plans across ... Responsibilities include relationship management for these plan accounts and financial advisors ...
Ascensus is the leading independent technology and service platform powering savings plans across ... Responsibilities include relationship management for these plan accounts and financial advisors ...
Ascensus is the leading independent technology and service platform powering savings plans across ... Responsibilities include relationship management for these plan accounts and financial advisors ...
Ascensus is the leading independent technology and service platform powering savings plans across ... Responsibilities include relationship management for these plan accounts and financial advisors ...
Ascensus is the leading independent technology and service platform powering savings plans across ... Responsibilities include relationship management for these plan accounts and financial advisors ...
Ascensus is the leading independent technology and service platform powering savings plans across ... Responsibilities include relationship management for these plan accounts and financial advisors ...
Ascensus is the leading independent technology and service platform powering savings plans across ... Responsibilities include relationship management for these plan accounts and financial advisors ...
Ascensus is the leading independent technology and service platform powering savings plans across ... Responsibilities include relationship management for these plan accounts and financial advisors ...
Ascensus is the leading independent technology and service platform powering savings plans across ... Responsibilities include relationship management for these plan accounts and financial advisors ...
Ascensus is the leading independent technology and service platform powering savings plans across ... Responsibilities include relationship management for these plan accounts and financial advisors ...
Ascensus is the leading independent technology and service platform powering savings plans across ... Responsibilities include relationship management for these plan accounts and financial advisors ...
Ascensus is the leading independent technology and service platform powering savings plans across ... Responsibilities include relationship management for these plan accounts and financial advisors ...
Ascensus is the leading independent technology and service platform powering savings plans across ... Responsibilities include relationship management for these plan accounts and financial advisors ...
Ascensus is the leading independent technology and service platform powering savings plans across ... Responsibilities include relationship management for these plan accounts and financial advisors ...
Ascensus is the leading independent technology and service platform powering savings plans across ... Responsibilities include relationship management for these plan accounts and financial advisors ...
Ascensus is the leading independent technology and service platform powering savings plans across ... Responsibilities include relationship management for these plan accounts and financial advisors ...
Ascensus is the leading independent technology and service platform powering savings plans across ... Responsibilities include relationship management for these plan accounts and financial advisors ...
Ascensus is the leading independent technology and service platform powering savings plans across ... Responsibilities include relationship management for these plan accounts and financial advisors ...
Ascensus Jobs Information
What is it like to work at Ascensus?
Ascensus is a company that values collaboration and innovation, fostering a dynamic work environment where employees can contribute to the growth and success of the organization.
As a leading provider of retirement and college savings solutions, Ascensus operates with a mission-driven approach, offering a range of products and services that support the financial well-being of individuals and families. The company's team structure is designed to promote open communication and knowledge sharing, with various departments working together to deliver exceptional customer experiences.
Working at Ascensus may appeal to individuals who are passionate about making a positive impact on people's lives through financial services, as the company offers opportunities for professional growth and development in a supportive and inclusive work environment.
As a leading provider of retirement and college savings solutions, Ascensus operates with a mission-driven approach, offering a range of products and services that support the financial well-being of individuals and families. The company's team structure is designed to promote open communication and knowledge sharing, with various departments working together to deliver exceptional customer experiences.
Working at Ascensus may appeal to individuals who are passionate about making a positive impact on people's lives through financial services, as the company offers opportunities for professional growth and development in a supportive and inclusive work environment.
What makes Ascensus an attractive place to work?
Ascensus is a leading provider of retirement plan services, serving over 7 million plan participants and offering a comprehensive suite of solutions for employers and financial institutions. The company fosters a collaborative and innovative work environment, with opportunities for professional growth and development through training programs, mentorship, and cross-functional projects. By joining Ascensus, individuals can contribute to the company's mission of helping people achieve financial well-being and gain valuable experience in the retirement services industry.
Do workers at Ascensus get paid breaks?
Yes. Most people get paid breaks.
79% of people say they get paid breaks.
Based on data from 24 people who took the Breakroom Quiz between November 2024 and July 2026.
79% of people say they get paid breaks.
Based on data from 24 people who took the Breakroom Quiz between November 2024 and July 2026.
Does Ascensus pay people when they’re sick?
Yes. Most people get paid when they’re sick.
89% of people say they would get paid if they were sick but scheduled to work.
Based on data from 38 people who took the Breakroom Quiz between November 2024 and July 2026.
89% of people say they would get paid if they were sick but scheduled to work.
Based on data from 38 people who took the Breakroom Quiz between November 2024 and July 2026.
At Ascensus, are sick days and vacation days separate paid time off?
Sick days and vacation days are used from the same paid time off.
90% of people say they have to use vacation days when they’re out sick.
Based on data from 21 people who took the Breakroom Quiz between June 2025 and July 2026.
90% of people say they have to use vacation days when they’re out sick.
Based on data from 21 people who took the Breakroom Quiz between June 2025 and July 2026.
Is the health insurance from Ascensus affordable enough for their workers?
Most people say the health insurance costs are okay.
92% of people say the health insurance costs are okay
Based on data from 25 people who took the Breakroom Quiz between March 2025 and July 2026.
92% of people say the health insurance costs are okay
Based on data from 25 people who took the Breakroom Quiz between March 2025 and July 2026.
Do people get paid time off at Ascensus?
Most people get paid time off work.
95% of people say they get paid time off.
Based on data from 22 people who took the Breakroom Quiz between June 2025 and July 2026.
95% of people say they get paid time off.
Based on data from 22 people who took the Breakroom Quiz between June 2025 and July 2026.
Do workers at Ascensus worry about hours?
Most people don’t worry about getting enough hours.
94% of people report they don’t worry about getting enough hours.
Based on data from 16 people who took the Breakroom Quiz between November 2024 and August 2025.
94% of people report they don’t worry about getting enough hours.
Based on data from 16 people who took the Breakroom Quiz between November 2024 and August 2025.
Do Ascensus workers get to choose the shifts they work?
Some people don’t get to choose which shifts they work.
42% report that they don’t have enough control over which shifts they work.
Based on data from 19 people who took the Breakroom Quiz between November 2024 and August 2025.
42% report that they don’t have enough control over which shifts they work.
Based on data from 19 people who took the Breakroom Quiz between November 2024 and August 2025.
How easy is it for Ascensus workers to change shifts?
Most people find it easy to change shifts.
67% of people report that it’s easy to change shifts if they need to.
Based on data from 9 people who took the Breakroom Quiz between December 2024 and August 2025.
67% of people report that it’s easy to change shifts if they need to.
Based on data from 9 people who took the Breakroom Quiz between December 2024 and August 2025.
How easy is it to get time off at Ascensus?
Most people find it easy to get time off.
91% of people report it’s easy to get time off.
Based on data from 34 people who took the Breakroom Quiz between November 2024 and July 2026.
91% of people report it’s easy to get time off.
Based on data from 34 people who took the Breakroom Quiz between November 2024 and July 2026.
Do Ascensus managers change schedules at the last minute?
Most managers don’t change people’s schedules at the last minute.
100% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 18 people who took the Breakroom Quiz between November 2024 and August 2025.
100% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 18 people who took the Breakroom Quiz between November 2024 and August 2025.
Do jobs at Ascensus spill into time workers aren’t paid for?
Rarely. The job doesn't usually spill into unpaid time.
18% of people report that their job takes up time that they don’t get paid for.
Based on data from 17 people who took the Breakroom Quiz between November 2024 and August 2025.
18% of people report that their job takes up time that they don’t get paid for.
Based on data from 17 people who took the Breakroom Quiz between November 2024 and August 2025.
How easy is it to take sick days at Ascensus?
Most people find it easy to take sick days.
89% of people report that it’s easy to take time off if they are sick.
Based on data from 37 people who took the Breakroom Quiz between November 2024 and July 2026.
89% of people report that it’s easy to take time off if they are sick.
Based on data from 37 people who took the Breakroom Quiz between November 2024 and July 2026.
Is working at Ascensus good if you’re a parent or caregiver?
Most parents and caregivers say this is a good place to work.
93% of people who care for a child or other relative report this is a good place to work.
Based on data from 15 people who took the Breakroom Quiz between December 2024 and July 2026.
93% of people who care for a child or other relative report this is a good place to work.
Based on data from 15 people who took the Breakroom Quiz between December 2024 and July 2026.
Do people at Ascensus feel treated with respect by their managers?
Most people feel treated with respect by their managers.
80% of people say they’re treated with respect by their managers.
Based on data from 35 people who took the Breakroom Quiz between December 2024 and July 2026.
80% of people say they’re treated with respect by their managers.
Based on data from 35 people who took the Breakroom Quiz between December 2024 and July 2026.
Do people at Ascensus get to take their breaks without interruption?
Most people get breaks without interruption.
74% of people report that they get to take their breaks without interruption.
Based on data from 38 people who took the Breakroom Quiz between November 2024 and July 2026.
74% of people report that they get to take their breaks without interruption.
Based on data from 38 people who took the Breakroom Quiz between November 2024 and July 2026.
Is it stressful to work at Ascensus?
Most people feel stressed out here.
76% of people say they often feel stressed out at work.
Based on data from 37 people who took the Breakroom Quiz between November 2024 and July 2026.
76% of people say they often feel stressed out at work.
Based on data from 37 people who took the Breakroom Quiz between November 2024 and July 2026.
Do people at Ascensus enjoy their jobs?
Only some people enjoy their job.
39% of people report they don’t enjoy their job.
Based on data from 31 people who took the Breakroom Quiz between November 2024 and July 2026.
39% of people report they don’t enjoy their job.
Based on data from 31 people who took the Breakroom Quiz between November 2024 and July 2026.
Do people at Ascensus recommend working with their team?
Only some people recommend working with their team.
51% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 39 people who took the Breakroom Quiz between November 2024 and July 2026.
51% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 39 people who took the Breakroom Quiz between November 2024 and July 2026.
Do people get enough training when they start at Ascensus?
Some people didn’t get enough training when they started.
44% of people report they didn’t get enough training when they started working here.
Based on data from 36 people who took the Breakroom Quiz between November 2024 and July 2026.
44% of people report they didn’t get enough training when they started working here.
Based on data from 36 people who took the Breakroom Quiz between November 2024 and July 2026.
Do people get support to advance at Ascensus?
Only some people are given support to advance their career here.
In the last year, 39% of people report not being given support to advance their career here.
Based on data from 33 people who took the Breakroom Quiz between November 2024 and July 2026.
In the last year, 39% of people report not being given support to advance their career here.
Based on data from 33 people who took the Breakroom Quiz between November 2024 and July 2026.
Do people think Ascensus’s headquarters understands what’s happening where they work?
Most people think headquarters doesn’t understand what’s happening where they work.
90% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 30 people who took the Breakroom Quiz between November 2024 and April 2026.
90% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 30 people who took the Breakroom Quiz between November 2024 and April 2026.
Do workers feel well informed about how Ascensus is doing?
Most people feel well informed about how the company is doing.
75% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 32 people who took the Breakroom Quiz between November 2024 and June 2026.
75% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 32 people who took the Breakroom Quiz between November 2024 and June 2026.
What other companies are hiring for Client Services Manager jobs?
What are the most popular jobs at Ascensus?
What are the most popular categories at Ascensus?
Ascensus rating
8.2
Based on 39 frontline employees who took The Breakroom Quiz
45th of 150 rated financial services
Job 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.
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.
Be 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.
About Ascensus
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
5,001 - 10,000 Employees
Headquarters location
Dresher, PA, US
Year founded
1975