Client Relationship Manager

🔥 3 hours ago

🌪️ Oklahoma – Remote

🌪️ Oklahoma – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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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. • Consistently provide a high level of consultative client service while communicating and coordinating with clients and partners to address issues, provide necessary research and deliver creative solutions to your clients. • Demonstrate a detailed knowledge of retirement plans and the Ascensus business. • Successfully monitor and follow-up on assigned items; includes determining required action for resolution of client issues, documenting and implementing solutions as appropriate. • Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle. • Establish and maintain strong working relationships with dedicated clients and financial professionals and provide updates on product and plan initiatives. • Deliver client retention by anticipating client’s needs, recommending changes or actions, in conjunction with the Relationship manager. • Responsible for proactive communication with the client and partners regarding all components of service delivery. Solicit and share feedback with appropriate internal resources. • Ensure that our commitments to our clients are met by proactively reviewing the status of assigned plans’ periodic activity (compliance testing, 5500, quarterly statements, RMDs, etc.). • Coach and mentor team members and provide feedback to the team manager for performance improvement purposes. • Develop and maintain strong internal relationships across departments and locations.

🎯 Requirements

• Bachelor’s degree or equivalent work experience. • Minimum of 5 years direct client experience required, Retirement Services industry experience preferred. • Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred. • Excellent written and verbal communication skills. • Excellent presentation skills, business etiquette, client service skills and time management. • Experience with financial services systems (i.e. recordkeeping, trust, trading); and experience with plan recordkeeping and trust reconciliation. • Proficiency in Microsoft Office software applications, specifically Word and Excel required, Access and PowerPoint preferred. • Excellent analytical and problem resolution skills. • Comprehensive knowledge of retirement plans, ERISA, DOL and IRS regulations, and plan documents (individually designed and prototype). • Ability to work in a team environment to ensure common goal of providing exceptional client service. • Ability to travel as needed.

🏖️ Benefits

• Health insurance • Retirement plans • Flexible work arrangements • Professional development