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Ascensus

60 Ascensus Client Services Manager Jobs Hiring Near You

ASCENSUS

Mail Operations Representative

Newton, MA · On-site

This position provides client services to 529 plans by managing incoming mail requests from account ... Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus ...

ASCENSUS

Compliance Servicing Specialist

Baxter, MN · On-site

Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity ... All email communications from Ascensus or its hiring managers originate from @ascensus.com or ...

ASCENSUS

Compliance Coordinator

Dresher, PA · On-site

... Ascensus or our clients. * Our I-Client service philosophy and our Core Values of People Matter ... All email communications from Ascensus or its hiring managers originate from @ascensus.com or ...

ASCENSUS

Regional Sales Director

Glendale, CA · On-site

$70K - $110K/yr

... Ascensus or our clients. * Our I-Client service philosophy and our Core Values of People Matter ... Coordinate with Sales management with general staff coverage and time off scheduling. * Have a ...

Ascensus, LLC.

Mail Operations Representative

Newton, MA · On-site

This position provides client services to 529 plans by managing incoming mail requests from account ... Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus ...

ASCENSUS

Regional Sales Director

Lake Mary, FL · On-site

$70K - $110K/yr

... Ascensus or our clients. * Our I-Client service philosophy and our Core Values of People Matter ... Coordinate with Sales management with general staff coverage and time off scheduling. * Have a ...

ASCENSUS

ERISA Consultant

Dresher, PA · On-site

Exhibits strong client service orientation. Software Skills * Intermediate proficiency in Outlook ... All email communications from Ascensus or its hiring managers originate from @ascensus.com or ...

ASCENSUS

Regional Sales Director

Baxter, MN · On-site

$70K - $110K/yr

... Ascensus or our clients. * Our I-Client service philosophy and our Core Values of People Matter ... Coordinate with Sales management with general staff coverage and time off scheduling. * Have a ...

ASCENSUS

Trust Senior Specialist

Lake Mary, FL · On-site

Partners with Manager to design and execute on-boarding plans for new associates. * Provides backup ... Ascensus or our clients. * Our I-Client service philosophy and our Core Values of People Matter ...

ASCENSUS

Regional Sales Representative

Newton, MA · On-site

$60K - $80K/yr

... Ascensus or our clients. * Our I-Client service philosophy and our Core Values of People Matter ... Contribute to team management by utilizing a strong work ethic and team communication. * Update ...

ASCENSUS

ERISA Consultant

Charlotte, NC · On-site

Exhibits strong client service orientation. Software Skills * Intermediate proficiency in Outlook ... All email communications from Ascensus or its hiring managers originate from @ascensus.com or ...

ASCENSUS

Regional Sales Representative

Lake Mary, FL · On-site

$60K - $80K/yr

... Ascensus or our clients. * Our I-Client service philosophy and our Core Values of People Matter ... Contribute to team management by utilizing a strong work ethic and team communication. * Update ...

ASCENSUS

Regional Sales Representative

New York, NY · On-site

$60K - $80K/yr

... Ascensus or our clients. * Our I-Client service philosophy and our Core Values of People Matter ... Contribute to team management by utilizing a strong work ethic and team communication. * Update ...

ASCENSUS

ERISA Consultant

Charleston, SC · On-site

Exhibits strong client service orientation. Software Skills * Intermediate proficiency in Outlook ... All email communications from Ascensus or its hiring managers originate from @ascensus.com or ...

ASCENSUS

Trust Senior Specialist

Austin, TX · On-site

Partners with Manager to design and execute on-boarding plans for new associates. * Provides backup ... Ascensus or our clients. * Our I-Client service philosophy and our Core Values of People Matter ...

ASCENSUS

Trust Senior Specialist

Las Vegas, NV · On-site

Partners with Manager to design and execute on-boarding plans for new associates. * Provides backup ... Ascensus or our clients. * Our I-Client service philosophy and our Core Values of People Matter ...

ASCENSUS

Trust Senior Specialist

Dresher, PA · On-site

Partners with Manager to design and execute on-boarding plans for new associates. * Provides backup ... Ascensus or our clients. * Our I-Client service philosophy and our Core Values of People Matter ...

ASCENSUS

Trust Senior Specialist

Salt Lake City, UT · On-site

Partners with Manager to design and execute on-boarding plans for new associates. * Provides backup ... Ascensus or our clients. * Our I-Client service philosophy and our Core Values of People Matter ...

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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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.
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?
Infographic showing various Client Services Manager job openings at Ascensus in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 64% Physical, 5% Hybrid, and 31% Remote job distribution.

Mail Operations Representative

ASCENSUS

Newton, MA • On-site

Full-time

Posted 14 days ago

Ascensus rating

8.2

Company rating: 8.2 out of 10

Based on 39 frontline employees who took The Breakroom Quiz

45th of 150 rated financial services

Job description

Section 1: Position Summary

The Mail Operations Representative is accountable for providing high quality services to 529 plans via mail requests and following documented procedures. This position provides client services to 529 plans by managing incoming mail requests from account owners and advisors seeking information or executing requests on specific accounts, product or plan information, and policies and procedures. Accountable for but not limited to mail operation functions including sorting/opening mail, mail preparation, scanning, and archiving/retrieving documents. The ideal candidate must be able to work in a team environment and have a flexible schedule and be able to work in a fast paced, time sensitive environment.

Office requirement: 5 days a week in Needham, MA office

Shift requirement: Mondays (3:30p-12a), Tuesday-Friday (1pm-9:30p)

*Busy season is December-February abbreviated Saturday hours will be required

Section 2: Job Functions, Essential Duties and Responsibilities

  • Meet and/or exceed department standards for productivity and quality
  • Review financial vouchers ensuring all batches are in good order within proprietary systems.
  • Utilize remote check deposit software to transmit time sensitive checks to the bank.
  • Sort and prepare incoming mail based on plan, transaction type and documented procedures.
  • Scan and archive prepared batches.
  • Utilize document capture and storage applications to process requests.
  • Demonstrate flexibility and team-oriented attitude in support of 529 plan business..
  • Provide exceptional client service skills.
  • Demonstrate strong problem resolution skills.
  • Solid organizational and communication skills with strong attention to detail.
  • Complete core corporate training and develop solid knowledge of systems.
  • Self-motivation to consistently improve job knowledge to advance service capabilities.
  • Stay up-to-date on 529 and financial services industry knowledge in support of clients.
  • Provide suggestions on how to improve quality and/or productivity.
  • Demonstrated ability to prioritize work ensuring high priority tasks are completed within a timely matter amongst a team environment
  • Willingness to assist other functional areas.
  • Be a willing participant or take ownership of projects assigned to unit.
  • 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.
  • Our I-Client service philosophy and our 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.
  • Assist with other tasks and projects as assigned

Supervision

  • N/A

Section 3: Experience, Skills, Knowledge Requirements

  • Associate's or Bachelor's Degree preferred
  • 6 months experience in a professional work environment preferred
  • A team player with a strong analytic mindset with advanced problem solving, organizational and communication skills
  • Detail oriented, PC/keyboard proficient, flexible, self-motivated, ability to multitask and work well under pressure
  • Prior financial service industry experience orCashiering/Reconciliationexperience
  • Series 6 and 63 licenses are preferred

We are proud to be an Equal Opportunity Employer

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.

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