Client Relationship Manager

Role Overview

• 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 big and elite advisor plan clients and their 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.
• 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