Client Relationship Manager, Retirement

🕒 Outubro 8

❄️ Minnesota – Remoto

❄️ Minnesota – Remote

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💰 Gerente de Contas

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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 • 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 • Protect, secure, and properly handle confidential Ascensus and client data • Demonstrate proactive client focus and teamwork aligned with Ascensus values • Leverage industry knowledge to promote client satisfaction, retention, and organic growth • Develop relationships with daily client contacts and C-level decision makers • Own resolution of issues escalated by clients and financial professionals • Coordinate with internal departments as an advocate for clients and financial professionals • Review the existing book of business and create retention strategies for non-elite advisors • Develop education and communication strategies • Cross-sell revenue opportunities and educate financial professionals and plan sponsors about products, processes, and services • Compile data, track communications and escalations, and optimize plan design and product adoption • Lead or participate in projects creating 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

🏖️ Benefícios

• No explicit benefits listed • Full-time employment