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Client Relationship Manager, Retirement Services (Remote - Minnesota)
Ascensus 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.
विवरण
- Serve as the primary contact for existing large and elite advisor plan clients and their financial advisors
- Manage plan account and advisor relationships to support effective service, product enhancements, and retention
- Provide consultative guidance and support as a dedicated client contact
- Drive plan retention through ownership, troubleshooting, and issue resolution
- Safeguard and appropriately manage confidential Ascensus and client information
- Model proactive client service, collaboration, and alignment with organizational values
- Apply industry expertise to improve satisfaction, retention, and organic growth
- Build trusted relationships with daily client contacts and C-level decision-makers
- Take ownership of issues escalated by clients and financial professionals through resolution
- Represent client needs internally by coordinating with Ascensus departments
- Assess the book of business for retention opportunities and develop strategies for non-elite advisors
- Create education and communication plans for assigned accounts
- Identify cross-selling opportunities and educate financial professionals and plan sponsors on products, processes, and services
- Compile information, monitor communications and escalations, and recommend ways to improve the Ascensus experience
- Lead or contribute to projects that add value to existing client relationships
- Evaluate client and financial professional data and conduct outreach, including call campaigns
- Stay current on partner and proprietary Ascensus products
- Maintain knowledge of the regulatory, financial, accounting, service, operations, and compliance dimensions of relationship management
आवश्यकताएँ
- Bachelor’s degree in business or a related discipline, or equivalent professional experience
- Preferred: at least seven years of experience in retirement services or a related field
- At least five years of direct client relationship experience in a financial services administration environment
- Preferred: certification or active pursuit of an industry credential such as ASPPA or CEBS
- Ability to work independently while contributing effectively to a collaborative team
- Strong analytical and problem-solving capabilities
- Comfort working with substantial autonomy
- Careful attention to detail and the ability to deliver high-quality work under tight deadlines
- Sound business judgment when balancing client priorities with organizational needs
- Strong written and verbal communication skills, including experience presenting to groups
- Proficiency with Microsoft Office, including Excel, Word, and PowerPoint
- Ability to coordinate and facilitate meetings with senior-level participants
- Demonstrated project management capability
- Willingness to travel as needed
लाभ
- The posting does not specify additional benefits
- Full-time employment
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