Client Relationship Manager

Ascensus

Client Services Consultant providing consultative service on retirement plans. Collaborating with partners to enhance client relationships and ensure satisfaction in retirement services.

Posted 6/17/2026full-timeRemote • Oklahoma • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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 provide a high level of consultative client service while communicating and coordinating with clients and partners to address issues, provide necessary research and deliver creative solutions to your clients.
Demonstrate a detailed knowledge of retirement plans and the Ascensus business.
Successfully monitor and follow-up on assigned items; includes determining required action for resolution of client issues, documenting and implementing solutions as appropriate.
Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle.
Establish and maintain strong working relationships with dedicated clients and financial professionals and provide updates on product and plan initiatives.
Deliver client retention by anticipating client’s needs, recommending changes or actions, in conjunction with the Relationship manager.
Responsible for proactive communication with the client and partners regarding all components of service delivery. Solicit and share feedback with appropriate internal resources.
Ensure that our commitments to our clients are met by proactively reviewing the status of assigned plans’ periodic activity (compliance testing, 5500, quarterly statements, RMDs, etc.).
Coach and mentor team members and provide feedback to the team manager for performance improvement purposes.
Develop and maintain strong internal relationships across departments and locations.

Requirements

What you’ll need

Bachelor’s degree or equivalent work experience.
Minimum of 5 years direct client experience required, Retirement Services industry experience preferred.
Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred.
Excellent written and verbal communication skills.
Excellent presentation skills, business etiquette, client service skills and time management.
Experience with financial services systems (i.e. recordkeeping, trust, trading); and experience with plan recordkeeping and trust reconciliation.
Proficiency in Microsoft Office software applications, specifically Word and Excel required, Access and PowerPoint preferred.
Excellent analytical and problem resolution skills.
Comprehensive knowledge of retirement plans, ERISA, DOL and IRS regulations, and plan documents (individually designed and prototype).
Ability to work in a team environment to ensure common goal of providing exceptional client service.
Ability to travel as needed.

Benefits

Comp & perks

Health insurance
Retirement plans
Flexible work arrangements
Professional development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

retirement planscompliance testing5500quarterly statementsRMDsplan recordkeepingtrust reconciliationanalytical skillsproblem resolution

Soft Skills

client servicecommunication skillspresentation skillstime managementteamworkconsultative servicerelationship buildingcoachingmentoring

Certifications

Bachelor’s degreeASPPACEBS