Client Relationship Manager, Client Services - Retirement

64

Not specified
7 years retirement services experience
5 years direct client relationship experience
Bachelor's degree in business or related field
The Client Relationship Manager position at Ascensus focuses on managing relationships with elite advisory plan clients and their financial advisors, ensuring a high-quality service experience while promoting plan retention and product enhancements. Candidates should possess extensive experience in the retirement services industry and strong relationship management skills

Job Summary

  • This position serves as the focal point for existing big and elite advisor plan clients and their financial advisors.
  • The role requires protecting confidential data while demonstrating the I-Client philosophy and Core Values of People Matter, Quality First, and Integrity Always.
  • Responsibilities include developing strategies for plan retention, cross-selling revenue opportunities, and optimizing plan design through data analysis.

Matching Summary

Match Score: 85

The Client Relationship Manager position at Ascensus focuses on managing relationships with elite advisory plan clients and their financial advisors, ensuring a high-quality service experience while promoting plan retention and product enhancements. Candidates should possess extensive experience in the retirement services industry and strong relationship management skills.

Skills & Requirements

Must-have

  • 7 years retirement services experience
  • 5 years direct client relationship experience
  • Bachelor's degree in business or related field
  • Microsoft Office proficiency including Excel
  • Strong analytical and problem-solving skills

Nice-to-have

  • ASPPA or CEBS certification preferred
  • Experience with C-level decision makers
  • Project management skills demonstrated
  • Ability to coordinate senior-level meetings
  • Proactive client focus and teamwork

Key Requirements

  • Minimum 7 years retirement services industry experience
  • Minimum 5 years direct client relationship experience
  • Bachelor's degree in business or equivalent work experience
  • ASPPA or CEBS certification (preferred)
  • Proficiency with Microsoft Office products

Work Rights

Not specified

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