Client Relationship Manager
Ascensus
full-time
Posted on:
Location Type: Remote
Location: Remote • New Jersey, North Carolina, Pennsylvania, South Carolina • 🇺🇸 United States
Visit company websiteJob Level
SeniorLead
About the role
- 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.
- Develop and maintain relationships with C-level decision makers and day to day plan administrators for assigned accounts to understand the needs of the plan and then develop strategies to improve plan operation, identify areas for efficiency gains and improving retirement readiness for participants.
- Consistently demonstrate a superior level of proactive client focus and teamwork by partnering with Retirement Service Consultants (RSC), Participant Engagement Consultant (PEC) and other internal roles to meet the needs of the client.
- Act as an internal advocate for clients and financial professionals by coordinating with internal Ascensus departments.
- Leverage industry knowledge to promote client satisfaction, leading to retention and organic growth.
- Understand non-standard plan requirements normally not considered in Ascensus’ suite of services: ESOP, 457 Governmental, Deferred Compensation plans, 409a, etc.
- Develop and maintain a broad understanding of the various partner products and Ascensus proprietary products and Ascensus operations to further enhance the relationship management function.
- Maintain compliance with departmental policies and procedures to ensure superior service and acceptable audits and examinations.
- Stay abreast of laws, regulations, trends and other issues that may affect the administrative client service dynamics through participation in training courses, ASPPA courses and designations, industry publishing’s and other outside materials.
- Make regular in person client visits, dependent on client size, to optimize relationships.
- Compile data, track communications, escalations and offer solutions to enhance the Ascensus experience by optimizing plan design and promoting product features and services.
- Identify cross-selling opportunities within existing accounts to improve client service and bring additional revenue to Ascensus in order to meet revenue goals.
- Provide ownership for the resolution of issues escalated by clients and financial professionals.
- Maintain good working relationships with clients, attorneys, accountants, and other related professionals to enhance business opportunities.
- Maintain network within retirement industry leading to sales opportunities to the Ascensus Regional Vice Presidents.
- Lead and/or participate in projects that create additional value for existing relationships.
- Actively participate in new business development activities early in the sales process to ensure a smooth and efficient transition.
- Supervision Mentor less experiences Consultants.
Requirements
- Bachelor’s degree in business or related fields, or equivalent work experience
- Minimum of 10 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 service’s administrative environment
- Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred
- Possess or currently working towards Series 65 license
- 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 both group presentation experience and executive level presentations.
- 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.
Benefits
- Health insurance
- Paid time off
- Flexible work arrangements
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
retirement servicesclient relationship managementproject managementdata analysisproblem-solvingplan design optimizationcross-selling strategiescompliance managementfinancial services administrationbusiness judgment
Soft skills
teamworkclient focusindependencedetail-orientedanalytical skillscommunication skillspresentation skillsmentoringrelationship managementorganizational skills
Certifications
Bachelor's degreeASPPACEBSSeries 65 license