Manage relationships with financial advisors and retirement plan clients for Ascensus, a retirement savings technology and services provider. Support retention, issue resolution, relationship growth, and adoption of plan products.
Manage client service and relationship support for qualified retirement plans at Ascensus. The role covers plan administration, compliance coordination, issue resolution, advisor support, and relationship growth.
Lead complex retirement-plan client relationships for Ascensus, supporting retention, growth, compliance, and service delivery. The role partners across sales, operations, vendors, and executive stakeholders to improve client outcomes.
United States
MinnesotaRemoteFull-timeMiddleSeniorEnglish RequiredClient ServicesClient Services RepresentativeAscensus is seeking a Client Relationship Manager to support advisor relationships, resolve escalations, and strengthen retention across retirement plan accounts. The role combines consultative client service, product knowledge, and growth support in a remote Minnesota position.
Support retirement plan clients at Ascensus by managing administration, compliance, service requests, and plan-related inquiries. The role covers client communication, issue resolution, and ongoing support for sponsors, advisors, and intermediaries.
Lead data governance, quality, and reporting initiatives for Ascensus. Develop dashboards, ETL-driven insights, and analytics supporting mutual fund and investment account custodial systems.
