Client Relationship Manager, Client Services – Retirement

This is a fully remote position, open to applicants in Minnesota.

📋 Description

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

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

• Offer consultative support and guidance as a dedicated point of contact.

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

• Safeguard, secure, and appropriately manage confidential Ascensus and client information.

• Exhibit a proactive client-centered approach, teamwork, and alignment with organizational values.

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

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

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

• Represent clients internally by collaborating with various Ascensus departments.

• Evaluate the portfolio of business to identify retention opportunities and devise strategies for non-elite advisors.

• Formulate education and communication strategies for assigned accounts.

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

• Aggregate data, monitor communications and escalations, and propose solutions to improve the Ascensus experience.

• Lead or engage in projects that deliver additional value to existing relationships.

• Analyze client and financial professional data and perform outreach, including call campaigns.

• Maintain expertise with partner and proprietary Ascensus products.

• Stay proficient in 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.

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

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

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

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

• Strong analytical and problem-solving abilities.

• Ability to function with a significant degree of independence.

• Attention to detail and competence in producing high-quality work under tight deadlines.

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

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

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

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

• Proven project management skills.

• Willingness to travel as necessary.

🏝️ Benefits

• No explicit benefits listed.

• Full-time employment.