Client Relationship Manager, Retirement

🕒 il y a 1 mois

❄️ Minnesota – Distant

❄️ Minnesota – Remote

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💰 Responsable de comptes

🦅 Parrain de Visa H1B

Cette entreprise a parrainé des visas H1B par le passé.

👻 Score fantôme 13%

Ce que ça veut dire : la probabilité que personne ne recrute vraiment pour cette offre.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

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Ascensus

Site WebLinkedInTous les Emplois

5001 - 10000 employés

Fondée en 2000

💼 Conseil

🛡️ Assurance

💸 Finance

💰 Secondary Market en 2019-02

Consulting • Insurance • Finance

Ascensus est une entreprise qui valorise ses collaborateurs et met l'accent sur une culture guidée par des principes tels que l'intégrité, la qualité et un engagement envers des normes élevées. Elle fournit des services administratifs et de tenue de dossiers, se concentrant sur l'aide aux individus pour atteindre une retraite financièrement sûre et pour garantir une éducation de qualité aux enfants. Ascensus s'engage pour la diversité, l'inclusion et l'égalité des chances, en offrant un environnement de travail gratifiant. L'entreprise propose également un large éventail d'avantages à ses employés, y compris le refinancement des prêts étudiants et des programmes de vie saine.

Description

• 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

🎯 Exigences

• 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

🏖️ Avantages

• No explicit benefits listed • Full-time employment

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