Retirement Client Relations Leader

Ascensus; Austin (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Ascensus is the leading independent technology and service platform powering savings plans across America, serving as the focal point for existing big and elite advisor plan clients and their financial advisors. Responsibilities include relationship management for these plan accounts and financial advisors ensuring a successful service experience, product enhancements and plan retention.

This role partners with sales, service and operations to provide consultative advice, support plan retention,

Qualifications

• Bachelor’s degree or equivalent work experience in business
• 7+ years in retirement services or related field preferred
• 5+ years direct client relationships in financial services setting
• Certification in industry studies preferred
• Able to work independently and in a team

Responsibilities

• Protect confidential data and ensure proper handling and compliance
• Serve as focal point for big and elite advisor plan clients and their financial advisors
• Provide consultative advice and coordinate with internal Ascensus departments
• Cross-sell revenue opportunities and educate professionals about products and services
• Coordinate and run meetings with senior-level personnel and manage travel as required

Skills

Relationship management

Communication skills

Analytical skills

Problem solving

Team collaboration

Presentation skills

Microsoft Office

Education

Bachelor's degree in business or related field

ASPPA CEBS certification in progress

Tools

Microsoft Office Suite

Job description

Ascensus is the leading independent technology and service platform powering savings plans across America, serving as the focal point for existing big and elite advisor plan clients and their financial advisors. Responsibilities include relationship management for these plan accounts and financial advisors ensuring a successful service experience, product enhancements and plan retention.

This role partners with sales, service and operations to provide consultative advice, support plan retention,