Sr. Client Service Specialist managing client risk management solutions for The Baldwin Group in Texas. Working closely with advisors and dedicated professionals to analyze client data and evaluate needs.
AS
Hybrid Head of Transition Services – Client Services, Onboarding, MEP, PEP
Posted last month
About the role
- Head of Transition Services leading client onboarding strategies at Ascensus. Driving operational excellence and transformational change within a dynamic environment while overseeing multiple teams.
Responsibilities
- Lead with vision and adaptability, inspiring teams to embrace change and deliver superior results.
- Drive transformation in onboarding processes by leveraging data and technology to eliminate barriers and accelerate readiness.
- Develop and execute an annual business plan aligned with strategic objectives, ensuring clarity and measurable impact.
- Champion a results-oriented culture, using KPIs and client feedback (NPS, satisfaction scores, timing metrics) to continuously improve performance.
- Build strong relationships with stakeholders to ensure alignment and collaboration across functions.
- Align priorities to maximize client experience, revenue growth, retention, and scalability.
- Own budget planning and ensure financial discipline while supporting innovation and growth.
- Accountable for project management teams that onboard new and existing relationships onto Ascensus’ core record keeping and ancillary platforms.
- Enhance speed of organizational readiness and preparedness with products, services, and client demand
- Foster an environment that reflects our Core Values: People Matter, Quality First, and Integrity Always®.
Requirements
- Bachelor’s degree in Business Administration or related field; advanced degree preferred.
- 10+ years of leadership experience, including managing multiple functions in a dynamic environment.
- Proven ability to lead through change, drive strategic initiatives, and deliver measurable business results.
- Expertise in Defined Contribution plans, including Pooled Plan (MEP/PEP) knowledge is strongly required
- Exceptional communication, analytical, and problem-solving skills.
- Strong proficiency in MS Office and familiarity with onboarding systems and platforms.
- Professional demeanor and experience with client meetings
- Detail-oriented and be able to work well within given timeframes and standards
- Working knowledge and understanding of systems and platforms that support onboarding processes and services.
Benefits
- 401(k) match
- Medical
- Dental
- Vision
- Paid-Time-Off
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