Client Relationship Manager
Ascensus2 days ago
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OnsiteFull-timeSenior
Summary
Ascensus is seeking a Client Relationship Manager to join their team in Pennsylvania, United States. The role focuses on managing relationships with big and elite advisor plan clients and their financial advisors to ensure a successful service experience and plan retention.
About the Role
As a Client Relationship Manager, you will work closely with sales, service, and operations partners to manage existing client accounts. Your responsibilities will include providing consultative advice, promoting plan retention, resolving client issues, and developing strong relationships with C-level decision makers. You will also be involved in cross-selling opportunities and enhancing the client experience through data analysis and outreach activities.
About You
Required:
- 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.
Preferred:
- Minimum of 7 years’ experience in retirement services industry or related field.
- Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program.
Ascensus
Ascensus is a market-leading enabler of tax-advantaged savings—providing technology, services, and expertise that helps millions save for a better today and tomorrow. We’re also a premier savings program service provider, third-party administrator, and government savings facilitator. Our platforms, industry knowledge, and data-based insights enhance the growth and success of our partners, their clients, and savers. The company’s brands include Ascensus; Newport, an Ascensus company; and FuturePlan by Ascensus. For more information, visit ascensus.com. Read our Corporate Disclosures at https://www.ascensus.com/corporate-disclosures/.
Pennsylvania, United States