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Client Relationship Manager at Ascensus | JobVerse
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Client Relationship Manager
Ascensus
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Client Relationship Manager
Dresher, Florida, United States of America
Full Time
1 hour ago
Visa Sponsor
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About this role
Role Overview
Builds and maintains relationships as point of contact for assigned key relationships for qualified defined contribution retirement plans.
Resolves team escalations, documents procedures, and identifies areas for process improvement.
Provides client support and customer service on day-to-day issues with clients by responding timely and effectively.
Acts in a pro-active manner with assigned clients and builds relationships to ensure retention.
Requirements
5+ years of experience working in a related position in the retirement services sector
Strong MS Office skills to include Excel
Bachelor’s degree in a business related field or industry experience
DST experience
Benefits
Client support and customer service
Professional development opportunities
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