Ascensus · 1 day ago
Client Relationship Manager
Pennsylvania, United States
Full-time
Hybrid
Senior Level
7+ years expAscensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. This position will work closely with sales, service, and operations partners to manage relationships with big and elite advisor plan clients and their financial advisors, ensuring successful service experiences and plan retention.
ConsultingRetirementTraining
Responsibilities
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients
The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture
Consistently demonstrate a superior level of proactive client focus and team work
Leverage industry knowledge to promote client satisfaction, leading to retention and organic growth
Develop strong working relationships with daily client contacts
Provide ownership for the resolution of issues escalated by clients and financial professionals
Act as an internal advocate for clients and financial professionals by coordinating with internal Ascensus departments
Review existing book of business to identify plan retention and create strategy for non-elite advisors
Develop relationships with C-level decision makers for assigned accounts to develop education and communication strategies
Cross-sell revenue opportunities, educate financial professionals/plan sponsors regarding, products, processes and services
Compile data, track communications, escalations and offer solutions to enhance the Ascensus experience by optimizing plan design and promoting product features and services
Lead and/or participate in projects that create additional value for existing relationships
Compile and analyze data associated with clients and financial professionals and conduct outreach activities including call campaigns to build/strengthen existing relationships and gain share of wallet
Maintain proficiency with multiple partner products and Ascensus’ proprietary products to effectively manage key relationships across these platforms
Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function
Qualification
Required
Bachelor's degree in business or related fields, or equivalent work experience
Minimum of 5 years' prior experience with direct client/client equivalent relationships within a financial services administrative environment
Ability to work independently as required, but also work within and contribute to maintaining a highly-cohesive team environment
Excellent analytical and problem solving skills
Ability to work with a high level of independence
Must be detail oriented and be able to produce high quality work within tight time constraints
Ability to make sound business judgments while effectively balancing client needs and organizational considerations
Excellent written and oral communication skills, including group presentation experience
Proficiency with Microsoft Office products including Excel, Word and PowerPoint
Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments
Demonstrated project management skills
Ability to travel as required
Preferred
Minimum of 7 years' experience in retirement services industry or related field is preferred
Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred
Company
Ascensus
Ascensus delivers high-quality solutions for every segment of the retirement plan marketplace.
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Atlas Merchant Capital
2021-04-26Acquired
2019-02-19Secondary Market
Leadership Team
Marc Mehlman
Chief Financial Officer
Marc Doucette
Regional Vice President
Recent News
2025-10-09
Crowdfund Insider
2025-09-17
2025-09-17
Company data provided by crunchbase