Client Relationship Manager, Client Services – Retirement

Ascensus

Client Relationship Manager in charge of relationship management and service experience for retirement plans at Ascensus. Promoting plan retention and client satisfaction through strategic advice and support.

Posted 7/21/2026full-timeRemote • Arizona • 🇺🇸 United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management and retention strategies within the retirement services industry, leveraging strong analytical and problem-solving skills to enhance client satisfaction and optimize service delivery.

Highest-signal resume keywords

Client Relationship ManagementRetirement Services Industry ExperienceProject Management SkillsAnalytical Problem SolvingMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Relationship ManagementProject ManagementData CompilationProblem ResolutionPlan Design Optimization

Soft Skills

Excellent Communication SkillsDetail OrientedAbility to Work IndependentlyTeam CollaborationSound Business Judgment

Tools & Technologies

Microsoft ExcelMicrosoft WordMicrosoft PowerPoint

Certifications & Qualifications

ASPPA CertificationCEBS Certification

Industry Keywords

Retirement ServicesFinancial ServicesPlan RetentionClient SatisfactionC-Level Relationship Management

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
Responsible for relationship management for plan accounts and financial advisors ensuring a successful service experience
Promote plan retention via ownership, troubleshooting and problem resolution resulting in the prevention of escalated service issues associated with assigned accounts
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
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

Requirements

What you’ll need

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

Comp & perks

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