Home
/
Comprehensive
/
Client Relationship Manager, Client Services - Prestige
Client Relationship Manager, Client Services - Prestige-April 2024
Remote
Apr 4, 2025
About Client Relationship Manager, Client Services - Prestige

  Section 1: Position Summary

  The Client Relationship Manager, Prestige will work closely with all sales, service, and operations partners to serve as the focal point of contact for new and existing mid and large market plan clients and their financial advisors. This role is responsible for oversight of the relationship of the plan and needs to possess strong relationship skills to deliver a world class service experience to our clients and their financial advisors. The CRM is expected to drive client satisfaction and retention, increase revenue and establish strong relationships with day to day administrators and C-level executives. This role is expected to be a strong team player and partner with the Retirement Service Consultant and Participant Engagement Consultant to understand the needs of the plan and to provide proactive consultative service to meet those needs

  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.

  Our I-Client service philosophy and our 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.

  Develop and maintain relationships with C-level decision makers and day to day plan administrators for assigned accounts to understand the needs of the plan and then develop strategies to improve plan operation, identify areas for efficiency gains and improving retirement readiness for participants.

  Consistently demonstrate a superior level of proactive client focus and teamwork by partnering with Retirement Service Consultants (RSC), Participant Engagement Consultant (PEC) and other internal roles to meet the needs of the client.

  Act as an internal advocate for clients and financial professionals by coordinating with internal Ascensus departments.

  Leverage industry knowledge to promote client satisfaction, leading to retention and organic growth.

  Understand non-standard plan requirements normally not considered in Ascensus’ suite of services: ESOP, 457 Governmental, Deferred Compensation plans, 409a, etc.

  Develop and maintain a broad understanding of the various partner products and Ascensus proprietary products and Ascensus operations to further enhance the relationship management function.

  Maintain compliance with departmental policies and procedures to ensure superior service and acceptable audits and examinations

  Stay abreast of laws, regulations, trends and other issues that may affect the administrative client service dynamics through participation in training courses, ASPPA courses and designations, industry publishing’s and other outside materials.

  Make regular in person client visits, dependent on client size, to optimize relationships.

  Compile data, track communications, escalations and offer solutions to enhance the Ascensus experience by optimizing plan design and promoting product features and services.

  Identify cross-selling opportunities within existing accounts to improve client service and bring additional revenue to Ascensus in order to meet revenue goals

  Provide ownership for the resolution of issues escalated by clients and financial professionals.

  Maintain good working relationships with clients, attorneys, accountants, and other related professionals to enhance business opportunities

  Maintain network within retirement industry leading to sales opportunities to the Ascensus Regional Vice Presidents.

  Lead and/or participate in projects that create additional value for existing relationships.

  Actively participate in new business development activities early in the sales process to ensure a smooth and efficient transition.

  Supervision

  Mentor less experiences ConsultantsSection 3: Experience, Skills, Knowledge Requirements

  Bachelor’s degree in business or related fields, or equivalent work experience

  Minimum of 10 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 service’s administrative environment

  Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred

  Possess or currently working towards Series 65 license

  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 both group presentation experience and executive level presentations.

  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

  Travel for this position is required 20% of the time

  Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com 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.

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
RN Mobile MDS Coordinator
RN Mobile MDS Coordinator, Registered Nurse CommuniCare Health Services is currently looking to fill the key position of Mobile MDS Coordinator, RN for its facilities in the Cleveland/Akron/Youngstow
Store Manager - The Cosmetics Company Store - 40 Hrs - The Mills at Jersey Gardens - Elizabeth, NJ
Store Manager - The Cosmetics Company Store - 40 Hrs - The Mills at Jersey Gardens - Elizabeth, NJ Brand: Estée Lauder Companies Description Position Summary: We are looking for a dynamic and inspira
Dietitian (Part Time 24 Hours)
Description HOW WE CARE FOR YOU: At Rochester Regional Health, we are dedicated to getting health care right. Our robust benefits and total rewards foster employee wellbeing, professional development
Part-Time IT Technician
Part-Time IT Technician Print (https://www.governmentjobs.com/careers/coralgablesfl/jobs/newprint/4356257) Apply  Part-Time IT Technician Salary $24.42 Hourly Location City of Coral Gables, FL Job T
Automotive Technician
Company Overview Bridgestone Retail Operations (BSRO) is part of Bridgestone Americas and employs over 22,000 teammates in North America. BSRO operates more than 2,200 company-owned stores, including
Resident Assistant-PC
Job DescriptionRequirements Preferred Qualifications High school diploma or GED preferred Minimum Qualifications Minimum 10th grade education or comparable work experience and work-related education.
Certified Nursing Assistant CNA Assisted Living
Description Coventry Meadows Assisted Living is now hiring full-time Certified Nursing Assistants Day and Evening Shift Join the team of this top ranking, deficiency free facility! Why should you be
Radiology Technologist - Bagley Medical Center - PRN
Create Your Career with Us At Sanford Health, we are proud to offer development and advancement opportunities to our nearly 50,000 members of our family. Together, we are dedicated to the work of hea
VP, Solutions Architect Engineer
Job Classification: Technology - Engineering & Cloud VP, Solutions Architect Engineer Are you interested in building capabilities that enable the organization with innovation, speed, agility, sca
Licensed Vocational Nurse- Intermediate (UTHP Psychiatry UPL)
Licensed Vocational Nurse- Intermediate (UTHP Psychiatry UPL) ...
Copyright 2023-2025 - www.zdrecruit.com All Rights Reserved