Client Relationship Manager
Ascensus
full-time
Posted on:
Location Type: Office
Location: Dresher • North Carolina • Pennsylvania • United States
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About the role
- Work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors
- Relationship management for these plan accounts and financial advisors ensuring a successful service experience, product enhancements and plan retention
- Providing consultative advice and support as a dedicated contact to ensure execution of coordinated strategies to support the plan client and their financial professional
- Promote plan retention via ownership, troubleshooting and problem resolution resulting in the prevention of escalated service issues associated with assigned accounts
- 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
- 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
- Develop strong working relationships with daily client contacts
- 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
- Review existing book of business to identify plan retention and create strategy for non-elite advisors
- Develop relationships with C-level decision makers for assigned accounts to develop education and communication strategies
- 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
- 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
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 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 as required
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data analysisrelationship managementproblem resolutionproject managementconsultative advicecross-sellingplan retention strategiesfinancial services administrationregulatory complianceclient outreach
Soft Skills
analytical skillsproblem solvingdetail orientedindependenceteamworkcommunication skillsbusiness judgmentclient focusinterpersonal skillspresentation skills
Certifications
Bachelor's degreeASPPACEBS