Client Relationship Manager, Client Services - Retirement

Responsibilities

• Relationship management for existing big and elite advisor plan clients and their financial advisors
• Ensuring a successful service experience, product enhancements and plan retention
• Providing consultative advice and support as a dedicated contact
• Promoting plan retention via ownership, troubleshooting and problem resolution

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
• 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
• Able to work with a high level of independence
• Detail oriented and able to produce high quality work within tight time constraints
• Able 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
• Able to coordinate and run meetings attended by senior-level personnel in both internal and external environments
• Demonstrated project management skills
• Able to travel as required

Qualifications

Protect, secure, and properly handle all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.

Support Ascensus’ organizational culture by demonstrating actions that align with the I-Client philosophy and Core Values of People Matter, Quality First and Integrity Always® on a day-to-day basis.

Consistently demonstrate a superior level of proactive client focus and team work.

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 by optimizing plan design and promoting product features and services.

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 including call campaigns to build/strengthen existing relationships and gain share of wallet.

Maintain proficiency with multiple partner products and Ascensus’ proprietary products to effectively manage key relationships across these platforms.

Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function.