Senior Client Relationship Manager

🕒 Outubro 5

🧀 Wisconsin – Remoto

🧀 Wisconsin – Remote

⏰ Tempo Integral

🟠 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

• Manage multiple large and complex accounts across multiple business lines • Partner with sales on new business opportunities and participate in finalist processes • Drive client satisfaction and retention, increase revenue, and establish relationships with day-to-day administrators and C-level executives • Develop and maintain relationships with client decision makers and plan administrators • Develop strategies to improve plan operations, identify efficiency gains, and improve participant retirement readiness • Work across business lines to meet client expectations • Liaise between intermediaries/producers and clients, resolving confusion and ensuring contractual compliance • Participate from initial RFP response through onboarding and ongoing plan administration • Manage and monitor client accounts and ensure timely, accurate, and consistent service deliverables • Work with vendors to investigate and resolve transaction issues and notify clients of resolutions • Partner with Client Account Managers, Participant Engagement Consultants, and internal teams to meet client needs • Advocate for clients and financial professionals by coordinating with internal Ascensus departments • Leverage industry knowledge to promote client satisfaction, retention, and organic growth • Understand non-standard plan requirements, including ESOP, 457 governmental, deferred compensation, and 409A plans • Maintain knowledge of partner products, Ascensus proprietary products, and operations • Maintain compliance with departmental policies and procedures • Stay current on laws, regulations, trends, and issues affecting administrative client service • Make regular in-person client visits based on client size • Compile data, track communications and escalations, and propose solutions • Identify cross-selling opportunities within existing accounts and support revenue goals • Own resolution of issues escalated by clients and financial professionals • Maintain relationships with clients, attorneys, accountants, and related professionals • Maintain a retirement-industry network leading to sales opportunities • Lead or participate in projects that add value for existing relationships • Protect, secure, and properly handle confidential Ascensus and client data • Assist in managing vendor relationships on behalf of clients and partners • Demonstrate Ascensus’ core values and service philosophy in daily actions

🎯 Requisitos

• Bachelor’s degree in business or related fields, or equivalent work experience • 15+ years of retirement industry experience • 7–10 years of direct experience in client relationship management or equivalent combination of education and experience • 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 • 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 and executive-level presentation experience • Ability to coordinate and run meetings attended by senior-level personnel • Demonstrated project management skills • Travel required up to 25% of the time • For virtual remote positions, uninterrupted workspace during business hours and internet work speed of 25 Mbps or better

🏖️ Benefícios

• Virtual remote position with an uninterrupted workspace during business hours and internet work speed of 25 Mbps or better • Training courses, ASPPA courses and designations, industry publications, and other outside materials