Client Relationship Manager

2 days ago

🌲 North Carolina – Remote

Although this job is listed in North Carolina, this company may be open to hiring remote in other states.

🔔 Pennsylvania – Remote

Although this job is listed in Pennsylvania, this company may be open to hiring remote in other states.

+1 more states

🌲 North Carolina – Remote 🔔 Pennsylvania – Remote 🌴 South Carolina – Remote

⏰ Full Time

🟠 Senior

🔴 Lead

💰 Account Manager

🦅 H1B Visa Sponsor

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Ascensus

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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.

5001 - 10000 employees

Founded 2000

💸 Finance

👥 HR Tech

💰 Secondary Market on 2019-02

📋 Description

• relationship management for plan accounts and financial advisors • providing consultative advice and support as a dedicated contact • promoting plan retention via ownership, troubleshooting and problem resolution • protecting, securing, and proper handling of all confidential data • developing strong working relationships with daily client contacts • providing ownership for the resolution of issues escalated by clients and financial professionals • acting as an internal advocate for clients and financial professionals • reviewing existing book of business to identify plan retention • developing relationships with C-level decision makers for assigned accounts • cross-selling revenue opportunities • compiling data, tracking communications, escalations, and offering solutions to enhance the Ascensus experience

🎯 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

• health insurance • retirement plans • paid time off