Client Relationship Manager

This is a fully remote position, open to applicants in Florida, +2 more states.

📋 Description

• Act as the primary contact for established big and elite advisor plan clients alongside their financial advisors.

• Oversee relationships for plan accounts and financial advisors to guarantee effective service, product enhancements, and plan retention.

• Offer consultative advice and assistance as a dedicated point of contact.

• Foster plan retention through ownership, troubleshooting, and resolving issues.

• Safeguard, secure, and appropriately manage confidential data related to Ascensus and its clients.

• Exhibit a proactive client-centered approach and collaborate effectively with team members in line with Ascensus values.

• Utilize industry expertise to enhance client satisfaction, retention, and organic growth.

• Build strong working relationships with daily client contacts and C-level decision makers.

• Take ownership of resolving issues raised by clients and financial professionals.

• Collaborate with internal Ascensus departments as a client and financial professional advocate.

• Evaluate the current book of business to pinpoint plan retention opportunities and develop strategies for non-elite advisors.

• Create educational and communication strategies for assigned accounts.

• Identify cross-sell revenue opportunities and inform financial professionals and plan sponsors about products, processes, and services.

• Gather data, monitor communications and escalations, and enhance plan design and product utilization.

• Lead or take part in initiatives that add value to existing relationships.

• Analyze data from clients and financial professionals and engage in outreach activities, including call campaigns.

• Maintain expertise in partner and Ascensus proprietary products.

• Stay informed on regulatory, financial, accounting, service, operations, and compliance aspects of relationship management.

⛳️ Requirements

• Bachelor's degree in business or a related field, or equivalent work experience.

• At least 7 years of experience in the retirement services industry or a related field is preferred.

• A minimum of 5 years of prior experience managing direct client/client-equivalent relationships in a financial services administrative setting.

• Certification or progress towards certification (ASPPA, CEBS, etc.) in an industry-related studies program is preferred.

• Ability to work autonomously while contributing to a highly cohesive team environment.

• Strong analytical and problem-solving abilities.

• Capability to operate with a significant degree of independence.

• Detail-oriented with the capacity to deliver high-quality work under tight deadlines.

• Ability to make sound business decisions while balancing client needs with organizational considerations.

• Exceptional written and verbal communication skills, including experience with group presentations.

• Proficiency in Microsoft Office applications including Excel, Word, and PowerPoint.

• Ability to organize and facilitate meetings attended by senior-level personnel.

• Proven project management skills.

• Willingness to travel as necessary.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health, dental, and vision insurance.

• Retirement savings plan with employer matching contributions.

• Generous paid time off and flexible work arrangements.

• Opportunities for professional development and growth.