Senior Client Relationship Lead - Retirement Plans

Ascensus; Pennsylvania; On-site; USD 90,000 - 120,000; Full time

Job summary

Ascensus is seeking a client-focused Relationship Manager to serve as the primary contact for large advisor plan clients and their financial professionals in the United States. You will nurture ongoing relationships, deliver consultative support, and coordinate with sales, service and operations to ensure a seamless experience.

This role emphasizes retention, problem resolution and coordinated product enhancements.

Qualifications

• Bachelor’s degree in business or related fields, or equivalent work experience.
• 7+ years in retirement services or related field is preferred.
• 5+ years direct client relationships in financial services administrative environment.
• Certification or working towards certification (ASPPA, CEBS, etc.) preferred.
• Ability to work independently as required, but also in a cohesive team.
• Detail oriented with the ability to produce high quality work under tight time constraints.

Responsibilities

• Serve as focal point for existing big and elite advisor plan clients and their financial advisors, ensuring a successful service experience.
• Provide consultative advice and support to ensure execution of coordinated strategies to support the plan client and their financial professional.
• Coordinate with internal Ascensus departments to resolve issues and advocate for clients.
• Develop relationships with plan sponsors and senior decision makers to educate on products, processes and services.
• Cross-sell opportunities and promote product features and services to financial professionals and plan sponsors.
• Compile and analyze data, track communications, and conduct outreach to strengthen relationships and gain share of wallet.

Skills

Client relationship mgmt

Analytical skills

Communication skills

Presentation skills

MS Office

Education

Bachelor's degree in business or related field

Tools

Microsoft Office

Job description

Ascensus is seeking a client-focused Relationship Manager to serve as the primary contact for large advisor plan clients and their financial professionals in the United States. You will nurture ongoing relationships, deliver consultative support, and coordinate with sales, service and operations to ensure a seamless experience.

This role emphasizes retention, problem resolution and coordinated product enhancements.