Client Relationship Manager
Client Relationship Manager
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
This position will work closely with all sales service and operations partners to serve 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. Providing consultative advice and support as a dedicated contact to ensure of coordinated strategies to support the plan client and their financial professional. Promote plan retention via ownership troubleshooting and problem resolution resulting in the prevention of escalated service issues associated with assigned accounts.
Section 2: Job Functions Essential Duties and 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 IClient 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 nonelite advisors.
- Develop relationships with Clevel decision makers for assigned accounts to develop education and communication strategies.
- Crosssell 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
Supervision
- N/A
Section 3: Experience Skills Knowledge Requirements
- Bachelors degree in business or related fields or equivalent work experience
- Minimum of 7 years experience in retirement services industry or related field is preferred
- Minimum of 5 years prior experience with direct client/client equivalent relationships within a financial services administrative environment
- Certification or working towards certification (ASPPA CEBS etc. in industryrelated studies program preferred
- Ability to work independently as required but also work within and contribute to maintaining a highlycohesive 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 seniorlevel personnel in both internal and external environments
- Demonstrated project management skills
- Ability to travel as required
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus or @futureplan email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting we strongly encourage you to apply directly through our website.
Required Experience:
Manager
Employment Type
Full-Time
