Client Relationship Manager, 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.

• Offer consultative guidance and support as a dedicated resource.

• Implement coordinated strategies that benefit plan clients and financial professionals.

• Foster plan retention through ownership, troubleshooting, and effective problem resolution.

• Safeguard, secure, and handle confidential information pertaining to Ascensus and clients appropriately.

• Exhibit a proactive client-oriented approach and teamwork consistent with Ascensus values.

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

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

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

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

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

• Formulate educational and communication strategies.

• Identify cross-sell opportunities and educate financial professionals and plan sponsors about 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 activities, such as call campaigns.

• Maintain expertise in 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.

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

• A minimum of 5 years of previous experience with direct client or client-equivalent relationships within a financial services administrative setting.

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

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

• Strong analytical and problem-solving abilities.

• Ability to work with a significant degree of independence.

• Detail-oriented with the capacity to produce high-quality work within tight deadlines.

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

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

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

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

• Demonstrated project management skills.

• Willingness to travel as necessary.

🏝️ Benefits

• No explicit benefits listed.

• Full-time employment.