Client Relationship Manager

🕒 Outubro 9

🔔 Pennsylvania – Remoto

🔔 Pennsylvania – Remote

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💰 Gerente de Contas

🦅 Patrocina Visto H1B

Esta empresa já patrocinou vistos H1B no passado.

👻 Score fantasma 10%

O que significa: quão provável esta vaga está aberta sem contratação ativa.Como ler: 60% ou mais significa que achamos que é uma vaga fantasma. Pontuações mais baixas preocupam menos.Como pontuamos: tempo em aberto, republicações, vagas abertas vs tamanho do time, rapidez para fechar vagas, e se o salário está divulgado.Observação: é uma estimativa de dados públicos, não um julgamento da empresa. Vagas reais podem ter pontuação alta, então use como uma dica, não como um fato.

Candidatar-se

Encontrar Vagas Remotas Similares

Configurar Alerta de Email para Novas Vagas

📊 Verifique sua pontuação de currículo para esta vaga

Melhore suas chances de conseguir uma entrevista verificando sua pontuação de currículo antes de se candidatar.

Enviar Currículo

Ascensus

SiteLinkedInTodas as Vagas

5001 - 10000 funcionários

Fundada em 2000

💼 Consultoria

🛡️ Seguros

💸 Finanças

💰 Secondary Market em 2019-02

Consulting • Insurance • Finance

A Ascensus é uma empresa que valoriza seus colaboradores e enfatiza uma cultura guiada por princípios como integridade, qualidade e compromisso com altos padrões. Ela oferece serviços de administração e manutenção de registros, focando em ajudar indivíduos a alcançarem aposentadorias financeiramente seguras e garantir educação de qualidade para crianças. A Ascensus é dedicada à diversidade, inclusão e igualdade de oportunidades, tornando-se um local gratificante para trabalhar. A empresa também oferece uma ampla gama de benefícios aos seus funcionários, incluindo refinanciamento de empréstimos estudantis e programas de vida saudável.

Descrição

• Serve as the focal point for existing big and elite advisor plan clients and their financial advisors • Manage relationships for plan accounts and financial advisors to ensure successful service experiences, product enhancements, and plan retention • Provide consultative advice and support as a dedicated contact • Execute coordinated strategies supporting plan clients and financial professionals • Promote plan retention through ownership, troubleshooting, and problem resolution • Collaborate with sales, service, operations, and other internal Ascensus departments • Develop strong working relationships with daily client contacts and C-level decision makers • Act as an internal advocate for clients and financial professionals • Review the existing book of business to identify retention opportunities and create strategies for non-elite advisors • Develop education and communication strategies for assigned accounts • Cross-sell revenue opportunities and educate financial professionals and plan sponsors about products, processes, and services • Compile data, track communications and escalations, and offer solutions to enhance the Ascensus experience • Lead or participate in projects that create additional value for existing relationships • Analyze client and financial professional data and conduct outreach activities, including call campaigns • Maintain proficiency with partner and proprietary Ascensus products • Maintain proficiency with regulatory, financial, accounting, service, operations, and compliance aspects of relationship management

🎯 Requisitos

• Bachelor’s degree in business or related fields, or equivalent work experience • Minimum of 7 years’ experience in retirement services industry or related field is preferred • Minimum of 5 years’ 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 preferred • Ability to work independently and contribute to a highly cohesive team environment • Excellent analytical and problem-solving skills • Ability to work with a high level of independence • Detail-oriented and able to produce high-quality work within tight time constraints • Ability to make sound business judgments while balancing client needs and organizational considerations • Excellent written and oral communication skills, including group presentation experience • Proficiency with Microsoft Office products including Excel, Word and PowerPoint • Ability to coordinate and run meetings attended by senior-level personnel • Demonstrated project management skills • Ability to travel as required • Ability to protect, secure, and properly handle confidential data

🏖️ Benefícios

• Full-time employment • Ability to work remotely from Pennsylvania • Opportunity to work with a leading independent technology and service platform powering savings plans across America