Senior Client Relationship Manager

🔥 0 minutes ago

🧀 Wisconsin – Remote

🧀 Wisconsin – Remote

⏰ Full Time

🟠 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

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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