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Client Relationship Manager (Retirement)

Ascensus

in Remote

Logo for Ascensus

Position Purpose:  This position will serve as the focal point for both existing clients and Financial Advisors/firms/brokers. Responsibilities include relationship management for these accounts, contributing to successful service experience and product enhancements by consultative advice and support via dedicated alignment with a service team and execution of coordinated strategies   to support the client and financial professional. Promote plan retention via ownership, troubleshooting and problem resolution of escalated service issues associated with assigned accounts.

Essential Duties and Responsibilities:

  • 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.
  • The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.
  • Foster lasting relationships and promote organic growth with distribution intermediaries through value-added strategic analyses and execution of consultative solutions to further Ascensus’ reputation as a premier provider of retirement plan services. 
  • Consistently demonstrate a superior level of proactive client focus and team work. Leverage industry knowledge to promote client satisfaction, leading to retention and organic growth.
  • Provide ownership for the resolution of issues escalated by clients and financial professionals.
  • Act as an internal advocate for clients and financial professionals by coordinating with internal Ascensus departments.
  • Consistently deliver superior service to strengthen relationships and capture a greater share-of-wallet from financial professionals.
  • Participates in the sales process, including presenting at final’s presentations with Ascensus Regional Vice Presidents.
  • Review existing book of business to identify plan retention and create strategy. 
  • Develop relationships with C-level decision makers for assigned accounts.
  • Cross-sell revenue opportunities, educate financial professionals/plan sponsors regarding, products, processes and services.
  • Compile data, track communications, escalations and offer solutions to enhance the Ascensus experience by optimizing plan design and promoting product features and services.
  • Lead and/or participate in projects that create additional value for existing relationships.
  • Conduct plan-specific pricing reviews to evaluate profitability and make recommendations for pricing adjustments where appropriate to retain at-risk clients and intermediaries.
  • Compile and analyze data associated with clients and financial professionals and conduct outreach activities including call campaigns to build strengthen existing relationships and gain share of wallet.
  • Maintain proficiency with multiple partner products and Ascensus’ proprietary products to effectively manage key relationships across these platforms.
  • Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function.

Minimum Requirements:

  • Bachelors 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, ect.) in industry-related studies program preferred.
  • Ability to work independently as required, but also work within and contribute to maintaining a highly-cohesive team environment
  • Excellent analytical and problem solving skills
  • Ability to work with a high level of independence
  • Must be detail oriented and be able to produce high quality work within tight time constraints
  • Ability to make sound business judgments while effectively 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 both internal and external environments
  • Demonstrated project management skills
  • Ability to travel (approximately 30%) domestically. Dependent on employees location the employee may be require to possess a valid driver’s license.

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.

The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.

*LI-TP1

At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for retirement, education, and healthcare through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity—housed within our Core Values: People Matter. Quality First. Integrity Always.®

As a leading independent recordkeeping services partner, retirement plan third-party administrator, and government savings facilitator, we aim to hire associates who find pride in going to work every day knowing that they help more than 12 million people save for what matters.

Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (“Protected Status”). 

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