Client Relationship Manager

This is a fully remote position, open to applicants in Florida, +3 more states.

📋 Description

• Act as the primary contact for current large and elite advisor plan clients along with their financial advisors.

• Oversee relationships for designated plan accounts and financial advisors to ensure effective service, product improvements, and plan retention.

• Offer advisory support and assistance as a dedicated liaison for plan clients and financial professionals.

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

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

• Build robust working relationships with daily client contacts and C-level executives.

• Address issues raised by clients and financial professionals.

• Collaborate with internal Ascensus departments as a client advocate.

• Assess the current book of business to identify opportunities for plan retention and formulate strategies for non-elite advisors.

• Create educational and communication strategies for assigned accounts.

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

• Gather data, monitor communications and escalations, and provide solutions to improve the Ascensus experience.

• Lead or engage in projects that generate additional value for existing relationships.

• Analyze client and financial professional data and conduct outreach, including call campaigns, to strengthen relationships and increase share of wallet.

• Maintain expertise in partner and Ascensus proprietary products, along with the regulatory, financial, accounting, service, operations, and compliance dimensions of relationship management.

⛳️ Requirements

• Bachelor’s degree in Business, Finance, Human Resources, or a related field, or equivalent experience.

• At least 5+ years of experience in client service and administration of MEPs and PEPs in the retirement plan sector.

• Comprehensive knowledge of ERISA, IRS, and DOL regulations pertaining to MEP and PEP administration.

• Exceptional communication skills, capable of simplifying complex regulatory and procedural information into clear, concise concepts.

• Strong analytical and problem-solving skills, with a keen attention to detail and a focus on compliance.

• Proficient in retirement plan administration systems and tools.

• Professional certifications such as QKA, QPA, CPC, or CRPS are advantageous.

• Ability to protect, secure, and appropriately manage confidential information.

• Understanding of regulatory, financial, accounting, service, operations, and compliance aspects of relationship management.

• Capability to assess processes and implement efficient, scalable solutions.

• Ability to collaborate effectively within cross-functional teams and adapt to regulatory changes and evolving business requirements.

🏝️ Benefits

• The employer will never request payment from candidates or require them to purchase equipment.