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Ascensus
Ascensus
5,001 – 10,000 Employees
H1B Visa SponsorConsultingFinanceInsurance
Ascensus provides administrative and recordkeeping services across the retirement, education, insurance, and financial services sectors. Its work supports individuals and organizations pursuing financially secure retirement outcomes and quality education, with teams focused on service delivery, operational excellence, and high standards. Ascensus emphasizes integrity, quality, diversity, inclusion, and equal opportunity as part of its workplace culture, and hires across a broad range of professional functions.
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Client Relationship Manager, Retirement Services — Pennsylvania Remote

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.

USUnited StatesPAPennsylvaniaRemoteFull-timeMiddleSeniorEnglish RequiredAccount ManagerSales

Description

  • Own relationships with existing large and elite advisor plan clients and their financial advisors
  • Manage plan-account and advisor relationships to support service quality, product enhancements, and client retention
  • Serve as a dedicated contact providing consultative guidance and support
  • Implement coordinated strategies for plan clients and financial professionals
  • Drive retention by taking ownership of troubleshooting and issue resolution
  • Partner with sales, service, operations, and other Ascensus teams
  • Build trusted relationships with day-to-day client contacts and C-suite decision-makers
  • Represent client and financial professional needs within the organization
  • Assess the current book of business for retention opportunities and develop strategies for non-elite advisors
  • Create account-specific education and communication plans
  • Identify cross-selling opportunities and educate advisors and plan sponsors on products, processes, and services
  • Gather data, monitor communications and escalations, and recommend ways to improve the Ascensus client experience
  • Lead or contribute to projects that add value to existing client relationships
  • Evaluate client and advisor data and conduct outreach, including call campaigns
  • Maintain working knowledge of partner and proprietary Ascensus products
  • Stay current on the regulatory, financial, accounting, service, operational, and compliance elements of relationship management

Requirements

  • Bachelor’s degree in business or a related field, or equivalent professional experience
  • Preferred: at least seven years of experience in retirement services or a related industry
  • At least five years of experience managing direct client relationships in a financial services administration environment
  • Preferred: industry certification or progress toward certification through programs such as ASPPA or CEBS
  • Ability to work independently while contributing effectively within a collaborative team
  • Strong analytical and problem-solving capabilities
  • Comfort operating with substantial autonomy
  • Careful, detail-focused approach with 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 in Microsoft Office, including Excel, Word, and PowerPoint
  • Ability to organize and facilitate meetings with senior-level participants
  • Demonstrated project management capability
  • Willingness and ability to travel as needed
  • Ability to safeguard, secure, and appropriately manage confidential information

Benefits

  • Full-time position
  • Remote work opportunity for candidates in Pennsylvania
  • Work with a technology and services platform supporting savings plans across the United States

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