Client Relationship Administrator

Role Overview

• The Client Relationship Administrator (CRA) will be responsible for supporting the Relationship Manager (RM) with various facets of the Government Savings plan relationships.
• This includes 529 Direct college savings plans, 529 Advisor plans, ABLE, Prepaid and/or SFRP (State Facilitated Retirement Plan) programs.
• Operational support functions include the management and coordination of Meetings, Reporting, Updates and Workflow.
• Develop and maintain relationships with clients and key partners
• Support the Relationship Management team and overall plan goals
• Serve as a first line contact for client questions and requests
• Remain responsive and attentive to client needs
• Maintain responsibility of all operational aspects of your assigned plans
• Serve as a plan liaison with internal departments including, but not limited to: Relationship Management, Client Services, Legal, Compliance, Marketing, Reporting, Product Owners, Business Analysts, IT & Development
• Maintain expertise on all aspects of client and plan relationships ranging from enhancements, changes, and other key initiatives
• Be an active and positive member of the Relationship Management team
• Manage agenda for weekly client status meetings
• Track open items and facilitate calls as needed
• Coordinate the management of project initiatives
• Coordinate as necessary any partner and key stakeholder meetings
• Travel to attend and/or support key offsite client meetings
• Produce all state required reports with 100% accuracy
• Prepare quarterly, annual and Board related PowerPoint presentations.
• Plan and prepare for Due Diligence meetings and support plan audits
• Review quarterly statements for accuracy and consistency
• Review and deliver Service Level and Ad-hoc reports as necessary
• Oversee the implementation of any plan related updates, changes or enhancements
• 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.

Requirements

• Bachelor’s Degree preferred
• A minimum of 2 years’ experience in the Financial Services industry, preferably in Operations, Client Service and/or Account Management
• Excellent organization and project management skills
• Excellent communication and interpersonal skills, with strong team orientation
• 529 investment product and/or operations knowledge preferred
• Proficient in all MS Office applications

Benefits

• We are proud to be an Equal Opportunity Employer