Hybrid Client Relationship Manager

at Ascensus

• Job title: Client Relationship Manager
• Job type: Full Time
• Experience level: Senior, Lead
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Dresher, United States

About the role

• Client Relationship Manager managing relationships for big and elite advisor plan clients at Ascensus. Ensuring a successful service experience and promoting plan retention.

Responsibilities

• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus
• Serve as the focal point for existing big and elite advisor plan clients and their financial advisors
• Relationship management for plan accounts and financial advisors ensuring a successful service experience
• Providing consultative advice and support as a dedicated contact
• Promote plan retention via ownership, troubleshooting and problem resolution
• Leverage industry knowledge to promote client satisfaction, leading to retention and organic growth
• Develop strong working relationships with daily client contacts
• Review existing book of business to identify plan retention and create strategy for non-elite advisors
• 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

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
• Ability to work with a high level of independence
• Must be detail oriented and be 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.

Benefits

• Employment fraud awareness
• Equal Opportunity Employer