Client Relationship Manager, Client Services – Retirement

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

📋 Description

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

• Oversee relationships for plan accounts and financial advisors to ensure successful service experiences, enhancements to products, and retention of plans.

• Offer consultative advice and support as a dedicated resource.

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

• Safeguard, secure, and manage confidential information belonging to Ascensus and clients appropriately.

• Exhibit a proactive approach to client engagement and teamwork in alignment with Ascensus’ I-Client philosophy and core 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 escalated by clients and financial professionals.

• Serve as an internal advocate for clients and financial professionals by collaborating with various Ascensus departments.

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

• Create education and communication strategies tailored for assigned accounts.

• Identify cross-sell revenue opportunities and provide education to financial professionals and plan sponsors regarding products, processes, and services.

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

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

• Analyze data from clients and financial professionals and conduct outreach initiatives, 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

• A bachelor’s degree in business or a related field, or equivalent professional 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 in direct client/client equivalent relationships within a financial services administrative setting.

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

• Ability to work independently while contributing to a cohesive team environment.

• Strong analytical and problem-solving skills.

• Capability to work with a high degree of independence.

• Detail-oriented, able to produce high-quality work within tight deadlines.

• Ability to make sound business decisions while considering client needs and organizational factors.

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

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

• Ability to coordinate and lead meetings attended by senior-level personnel in both internal and external contexts.

• Proven project management skills.

• Willingness to travel as necessary.

🏝️ Benefits

• No benefits, perks, or compensation extras are specified in the posting.