Client Relationship Manager, Retirement

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

📋 Description

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

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

• Offer consultative guidance and support as a dedicated liaison for coordinated strategies between clients and financial professionals.

• Enhance plan retention by taking ownership, troubleshooting, and resolving issues.

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

• Exhibit a proactive client-centric approach, collaboration, and alignment with Ascensus’ corporate culture.

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

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

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

• Advocate for clients and financial professionals by liaising with internal departments at Ascensus.

• Assess existing business to uncover retention opportunities and devise strategies for non-elite advisors.

• Create educational and communication strategies for assigned accounts.

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

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

• Lead or partake in initiatives that generate additional value for existing relationships.

• Analyze data from clients and financial professionals and conduct outreach, including call campaigns, to fortify relationships and increase share of wallet.

• Maintain proficiency with both partner and proprietary Ascensus products.

• Stay updated on regulatory, financial, accounting, service, operations, and compliance aspects of relationship management.

⛳️ Requirements

• Bachelor’s degree in business or related fields, or equivalent experience.

• At least 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 within a financial services administrative environment.

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

• Ability to function independently and contribute to a highly cohesive team environment.

• Strong analytical and problem-solving skills.

• Capacity to work with a high degree of independence.

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

• Capability to make informed business decisions while balancing client needs and organizational objectives.

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

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

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

• Proven project management skills.

• Willingness to travel as necessary.

🏝️ Benefits

• No fees required from applicants.

• Equipment provided by the employer; applicants will never need to purchase their own equipment.

• Flexible remote work options available.