Ascensushr
Client Relationship Manager, Client Services - Retirement
Remote, Arizona
Sponsorship not specifiedDetected 2 days ago
Project ManagementAccountingExcelCommunicationProblem SolvingMicrosoft Office
About the role
- include relationship management for these plan accounts and financial advisors ensuring a successful service experience, product enhancements and plan retention.
- Promote plan retention via ownership, troubleshooting and problem resolution resulting in the prevention of escalated service issues associated with assigned accounts.
- All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses.
Responsibilities
- Providing consultative advice and support as a dedicated contact to ensure execution of coordinated strategies to support the plan client and their financial professional.
- 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.
Requirements
- 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
- Bachelor's degree in business or related fields, or equivalent work experience
- Minimum of 5 years' prior experience with direct client/client equivalent relationships within a financial services administrative environment
- Ability to work independently as required, but also work within and contribute to maintaining a highly-cohesive team environment
- Must be detail oriented and be able to produce high quality work within tight time constraints
- Proficiency with Microsoft Office products including Excel, Word and PowerPoint
- Ability to travel as required
Benefits
- Minimum of 7 years' experience in retirement services industry or related field is preferred
Company info
- 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.
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This listing is sourced directly from Ascensushr's careers page and normalized into a canonical job model.