Client Relationship Manager, Retirement

🔥 0 minutes ago

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Ascensus

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 2000

💼 Consulting

🛡️ Insurance

💸 Finance

💰 Secondary Market on 2019-02

Consulting • Insurance • Finance

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

• 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 to ensure successful service experiences, product enhancements, and plan retention • Provide consultative advice and support as a dedicated contact for coordinated client and financial professional strategies • Promote plan retention through ownership, troubleshooting, and problem resolution • Protect, secure, and properly handle confidential Ascensus and client data • Demonstrate proactive client focus, teamwork, and alignment with Ascensus’ organizational culture • Leverage industry knowledge to promote client satisfaction, retention, and organic growth • Develop strong working relationships with daily client contacts and C-level decision makers • Own resolution of issues escalated by clients and financial professionals • Advocate for clients and financial professionals by coordinating with internal Ascensus departments • Review existing business to identify retention opportunities and create strategies for non-elite advisors • Develop education and communication strategies for assigned accounts • 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/service adoption • Lead or participate in projects that create additional value for existing relationships • Analyze client and financial professional data and conduct outreach, including call campaigns, to strengthen relationships and gain share of wallet • Maintain proficiency with partner and proprietary Ascensus products • Maintain proficiency with regulatory, financial, accounting, service, operations, and compliance aspects of relationship management

🎯 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 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 in internal and external environments • Demonstrated project management skills • Ability to travel as required

🏖️ Benefits

• No payment required from applicants • Employer-provided equipment; applicants will never be required to purchase equipment • Remote work arrangement