Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus
Relationship management for plan accounts and financial advisors
Provide consultative advice and support as a dedicated contact
Promote plan retention via ownership, troubleshooting, and problem resolution
Leverage industry knowledge to promote client satisfaction
Act as an internal advocate for clients and financial professionals
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
Cross-sell revenue opportunities, educate financial professionals/plan sponsors regarding products, processes, and services
Maintain proficiency with regulatory, financial, accounting, service, operations, and compliance aspects of the relationship management function

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
Must be detail oriented and be able to produce high quality work within tight time constraints
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

Client Relationship Manager

Key skills