Client Relationship Manager, Client Services – Retirement

🔥 12 hours ago

🌵 Arizona – Remote

🌵 Arizona – Remote

⏰ Full Time

🟠 Senior

🔴 Lead

📁 Client Services

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Ascensus

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 2000

💸 Finance

👥 HR Tech

💰 Secondary Market on 2019-02

Finance • HR Tech

Ascensus is a company that values its people and emphasizes a culture guided by principles such as integrity, quality, and a commitment to high standards. It provides administrative and recordkeeping services, focusing on helping individuals achieve financially secure retirements and ensuring quality education for children. Ascensus is dedicated to diversity, inclusion, and providing equal opportunities, making it a rewarding place to work. The company also offers a wide range of benefits to its employees, including student loan refinancing and healthy living programs.

📋 Description

• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients • Responsible for relationship management for plan accounts and financial advisors ensuring a successful service experience • Promote plan retention via ownership, troubleshooting and problem resolution resulting in the prevention of escalated service issues associated with assigned accounts • Leverage industry knowledge to promote client satisfaction, leading to retention and organic growth • Develop strong working relationships with daily client contacts • Provide ownership for the resolution of issues escalated by clients and financial professionals • Act as an internal advocate for clients and financial professionals by coordinating with internal Ascensus departments • Review existing book of business to identify plan retention • Develop relationships with C-level decision makers for assigned accounts to develop education and communication strategies • Cross-sell revenue opportunities, educate financial professionals/plan sponsors regarding, products, processes and services • Compile data, track communications, escalations and offer solutions to enhance the Ascensus experience by optimizing plan design and promoting product features and services • Lead and/or participate in projects that create additional value for existing relationships

🎯 Requirements

• 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 as required, but also work within and contribute to maintaining a highly-cohesive team environment • Excellent analytical and problem solving skills • Ability to work with a high level of independence • Must be detail oriented and be able to produce high quality work within tight time constraints • Ability to make sound business judgments while effectively 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 in both internal and external environments • Demonstrated project management skills • Ability to travel as required

🏖️ Benefits

• N/A