Senior Client Relations Manager – Retirement Plans

Ascensus; Northern (KY); Hybrid; USD 90,000 - 140,000; Full time

Job summary

Ascensus is the leading independent technology and service platform powering savings plans across America, supporting advisors and plan clients with dedicated service and strategic guidance. This role partners with sales, service, and operations to ensure retention and advocacy for elite advisor clients and their financial professionals.

You will deliver consultative client support, coordinate with internal teams, identify opportunities for plan enhancements, and drive resolution of escalated

Qualifications

• Bachelor's degree in business or related field required or equivalent work experience.
• 7+ years’ experience in retirement services industry or related field preferred.
• 5+ years’ direct client relationships within a financial services environment.
• Certification (ASPPA, CEBS, etc.) preferred.
• Ability to work independently and in a team; strong written and verbal communication.
• Proficiency with Microsoft Office products (Excel, Word, PowerPoint).
• Willingness to travel as required.

Responsibilities

• Serve as the focal point for existing big and elite advisor plan clients and their financial advisors.
• Provide consultative advice and support to ensure execution of coordinated strategies for plan clients.
• Promote plan retention by ownership, troubleshooting, and problem resolution.
• Coordinate with internal Ascensus departments to resolve client issues and advocate for clients.
• Develop relationships with key decision makers and educate financial professionals on products and services.
• Cross-sell revenue opportunities and track communications and escalations to enhance client experience.

Skills

Relationship management

Analytical skills

Communication skills

Project management

Team collaboration

Presentation skills

Travel flexibility

Education

Bachelor's degree in business or related field

Tools

Microsoft Office

Excel

PowerPoint

Word

Job description

Ascensus is the leading independent technology and service platform powering savings plans across America, supporting advisors and plan clients with dedicated service and strategic guidance. This role partners with sales, service, and operations to ensure retention and advocacy for elite advisor clients and their financial professionals.

You will deliver consultative client support, coordinate with internal teams, identify opportunities for plan enhancements, and drive resolution of escalated