Client Relationship Manager at Ascensus

Ascensus 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.Section 1: Position SummaryThe 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 needsSection 2: Job Functions Essential Duties and ResponsibilitiesResponsible 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 examinationsStay 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 publishings 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 goalsProvide 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 opportunitiesMaintain 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 Bachelors degree in business or related fields or equivalent work experienceMinimum of 10 years experience in retirement services industry or related field is preferredMinimum of 5 years prior experience with direct client/client equivalent relationships within a financial services administrative environmentCertification or working towards certification (ASPPA CEBS etc.) in industry-related studies program preferredPossess or currently working towards Series 65 licenseAbility to work independently as required but also work within and contribute to maintaining a highly cohesive team environmentExcellent analytical and problem-solving skillsAbility to work with a high level of independenceMust be detail oriented and be able to produce high quality work within tight time constraintsAbility to make sound business judgments while effectively balancing client needs and organizational considerationsExcellent written and oral communication skills including both group presentation experience and executive level presentations.Proficiency with Microsoft Office products including Excel Word and PowerPointAbility to coordinate and run meetings attended by senior-level personnel in both internal and external environmentsDemonstrated project management skillsTravel for this position is required 20% of the timeBe aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ or @ 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 Key Skills Business Development,Sales Experience,Loyalty Marketing,Portfolio Management,Wealth Management,Financial Services,Algebra,Territory Management,Banking,Relationship Management,Customer relationship management,Geometry Employment Type : Full-Time Experience: years Vacancy: 1