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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 (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.

USUnited StatesMNMinnesotaRemoteFull-timeMiddleSeniorEnglish RequiredClient ServicesClient Services Representative

Description

  • 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

Requirements

  • 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

Benefits

  • The posting does not specify additional benefits
  • Full-time employment

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