Relationship Manager

Ascensus•Dresher, PA

53d•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 and collaborates with and openly shares knowledge with colleagues. Regular, reliable, and punctual attendance is expected.

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