Client Relationship Manager, Client Services - Retirement

Ascensus • AZ

66d

About The Position

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors. Responsibilities include relationship management for these plan accounts and 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.

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.
• Detail oriented and 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.

Nice To Haves

• Experience in the retirement services industry.
• Working towards industry-related certifications.

Responsibilities

• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus.
• Demonstrate a superior level of proactive client focus and teamwork.
• 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 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.
• 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.

Benefits

• Collaborative, idea-sharing environment.
• Professional Development with in-house training and tuition reimbursement.
• Generous reward programs.
• Paid time off.
• Medical, dental & vision benefits.
• Health Savings Account with employer contribution up to $1,100.
• 401(k) & 529 college savings match programs.
• Volunteer and charitable-giving programs.
• Business casual dress.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree