Relationship Manager

Ascensus • Charlotte, NC

51d • Onsite

About The Position

Builds and maintains relationships as the point of contact for assigned key relationships for qualified defined contribution retirement plans utilizing our Record-keeping platform; 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 either orally or via written communication. Acts in a pro-active manner with assigned clients and builds relationships to ensure retention. Works with Plan Sponsors, Brokers, Registered Investment Advisors, Trust Companies, and other Third-Party Vendors, including auditors to respond to requests for specialized reports, communicate fund actions, consults on client inquiries, and researches/resolves issues. May participate in final Sales presentations as well as prepare and facilitate client/advisor meetings when needed. Performs under pressure with minimal direction. Meets competing deadlines in a very fast-paced, dynamic, and demanding environment with a high degree of urgency and accuracy. Focuses on learning in everyday activities and events. Collaborates with and openly shares knowledge with colleagues. Regular, reliable, and punctual attendance.

Requirements

• 5+ years of experience working in a related position in the retirement services sector
• Strong MS Office skills to include Excel

Nice To Haves

• Bachelor’s degree in a business related field or industry experience
• DST experience

Responsibilities

• Provides client support and customer service on day-to-day issues with clients by responding timely and effectively either orally or via written communication
• Acts in a pro-active manner with assigned clients and builds relationships to ensure retention
• Works with Plan Sponsors, Brokers, Registered Investment Advisors, Trust Companies and other Third-Party Vendors, including auditors to respond to requests for specialized reports, communicate fund actions, consults on client inquiries and researches/resolves issues
• May participate in final Sales presentations as well as prepare and facilitate client/advisor meetings when needed
• Performs under pressure with minimal direction
• Meets competing deadlines in a very fast paced, dynamic and demanding environment with a high degree of urgency and accuracy
• Focuses on learning in everyday activities and events
• Collaborates with and openly shares knowledge with colleagues
• Regular, reliable, and punctual attendance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level