Client Relationship Manager, Retirement

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

📋 Description

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

• Oversee relationships for plan accounts and financial advisors.

• Ensure a successful service experience, implement product enhancements, and maintain plan retention.

• Offer consultative advice and support as the dedicated client contact.

• Foster plan retention through ownership, troubleshooting, and resolution of issues.

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

• Exhibit a client-centric approach, promote teamwork, and support the organizational culture.

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

• Build strong working relationships with daily client contacts.

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

• Collaborate with internal Ascensus departments as an advocate for internal clients.

• Review the current book of business to uncover plan retention opportunities and devise strategies for non-elite advisors.

• Establish relationships with C-level decision makers and design education and communication plans.

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

• Gather data, monitor communications and escalations, and provide solutions to enhance plan design and promote products and services.

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

• Analyze data from clients and financial professionals and engage in outreach activities, 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.

• 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 an industry-related studies program is preferred.

• Capability to work independently as well as within a highly collaborative team environment.

• Strong analytical and problem-solving abilities.

• Ability to operate with a high degree of independence.

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

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

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

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

• Ability to coordinate and lead meetings involving senior-level personnel.

• Proven project management skills.

• Willingness to travel as necessary.

🏝️ Benefits

• Full-time employment.

• Opportunity to work remotely.

• Travel as required.