Client Relationship Manager

🔥 0 minutes ago

🐊 Florida, Kansas, +2 more states – Remote

🐊 Florida – Remote 🌪️ Kansas – Remote 🔔 Pennsylvania – Remote 🤠 Texas – 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: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.Why this score:

• Just posted.
• Jobs at this company usually fill in 24 days.
• No salary listed.

Apply Now

Find Similar Remote Jobs

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 assigned plan accounts and financial advisors to ensure successful service, product enhancements, and plan retention. • Provide consultative advice and support as a dedicated contact for plan clients and financial professionals. • Promote plan retention through ownership, troubleshooting, and problem resolution. • Leverage industry knowledge to promote client satisfaction, retention, and organic growth. • Develop strong working relationships with daily client contacts and C-level decision makers. • Resolve issues escalated by clients and financial professionals. • Coordinate with internal Ascensus departments as an internal advocate for clients and financial professionals. • Review the existing book of business to identify plan 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 offer solutions to enhance the Ascensus experience. • 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 Ascensus proprietary products and with regulatory, financial, accounting, service, operations, and compliance aspects of relationship management.

🎯 Requirements

• Bachelor’s degree in Business, Finance, Human Resources, or a related field or equivalent experience. • Minimum of 5+ years of experience in client service and administration of MEPs and PEPs within the retirement plan industry. • In-depth knowledge of ERISA, IRS, and DOL regulations as they relate to MEP and PEP administration. • Excellent communication skills with the ability to translate complex regulatory and procedural information into clear, concise concepts. • Strong analytical and problem-solving abilities, with attention to detail and compliance focus. • Proficiency in retirement plan administration systems and tools. • Professional certifications such as QKA, QPA, CPC, or CRPS are a plus. • Ability to protect, secure, and properly handle confidential data. • Knowledge of regulatory, financial, accounting, service, operations, and compliance aspects of relationship management. • Ability to evaluate processes and implement efficient, scalable solutions. • Ability to work effectively within cross-functional teams and adapt to regulatory changes and evolving business needs.

🏖️ Benefits

• The employer will never ask candidates for payment or require them to purchase equipment.

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume