Senior Client Relationship Manager

🕒 il y a 1 mois

🧀 Wisconsin – Distant

🧀 Wisconsin – Remote

⏰ Temps Plein

🟠 Senior

💰 Responsable de comptes

🦅 Parrain de Visa H1B

Cette entreprise a parrainé des visas H1B par le passé.

👻 Score fantôme 14%

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

• 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

🎯 Exigences

• 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

🏖️ Avantages

• 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

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