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Ascensus
Ascensus
5001 – 10.000 Zaposleni
Sponzor vizuma H1BFinanceSvetovanjeZavarovanje
Ascensus zagotavlja administrativne storitve in storitve vodenja evidenc na področjih pokojninskega varčevanja, izobraževanja, zavarovalništva in finančnih storitev. Njegovo delo podpira posameznike in organizacije, ki si prizadevajo za finančno varno upokojitev in kakovostno izobraževanje, ekipe pa so osredotočene na zagotavljanje storitev, operativno odličnost in visoke standarde. Ascensus poudarja integriteto, kakovost, raznolikost, vključevanje in enake možnosti kot del svoje delovne kulture ter zaposluje na številnih strokovnih področjih.
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Delovna mesta v podjetju

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.

USZdružene države AmerikePAPensilvanijaNa daljavoPolni delovni časSrednja ravenSeniorZahtevani Jezik: angleščinaProdajaSkrbnik strank

Opis

  • 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

Zahteve

  • 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

Ugodnosti

  • 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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