Client Relationship Manager

This is a fully remote position, open to applicants in Florida, +1 more state.

📋 Description

• Act as the primary point of contact for current big and elite advisor plan clients and their financial advisors.

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

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

• Enhance plan retention through accountability, troubleshooting, and resolution of issues.

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

• Exhibit a proactive client-oriented approach and teamwork that aligns with Ascensus' organizational values.

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

• Build robust working relationships with daily client interactions and C-level decision makers.

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

• Serve as an advocate for clients within the organization by liaising with various Ascensus departments.

• Assess the current book of business to pinpoint retention opportunities and devise strategies for non-elite advisors.

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

• Gather data, track communications and escalations, and propose solutions to enhance the Ascensus experience.

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

• Analyze data from clients and financial professionals and conduct outreach, including call campaigns.

• Maintain expertise in partner and proprietary Ascensus products.

• Stay proficient in regulatory, financial, accounting, service, operations, and compliance aspects related to relationship management.

⛳️ Requirements

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

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

• At least 5 years of prior experience with direct client/client-equivalent relationships in a financial services administrative context.

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

• Capability to work independently while contributing to a highly collaborative team environment.

• Strong analytical and problem-solving abilities.

• Capacity to operate with a high degree of independence.

• Detail-oriented with the ability to produce high-quality work under tight deadlines.

• Ability to make sound business decisions while balancing client needs and organizational objectives.

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

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

• Skill in coordinating and leading meetings attended by senior-level personnel.

• Proven project management capabilities.

• Willingness to travel as necessary.

🏝️ Benefits

• Full-time position.

• Opportunity to work remotely in Pennsylvania or Florida.