Client Relationship Manager
Ascensus, Raleigh, NC, United States
Job Summary
Builds and maintains relationships as point of contact for assigned key relationships for qualified defined contribution retirement plans utilizing our Record‑keeping platform; resolves team escalations, documents procedures and identifies areas for process improvement.
Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
Provides client support and customer service on day-to-day issues with clients by responding timely and effectively either orally or via written communication
Acts in a pro‑active manner with assigned clients and builds relationships to ensure retention
Works with Plan Sponsors, Brokers, Registered Investment Advisors, Trust Companies and other Third‑Party Vendors, including auditors to respond to requests for specialized reports, communicate fund actions, consults on client inquiries and researches/resolves issues
May participate in final Sales presentations as well as prepare and facilitate client/advisor meetings when needed
Performs under pressure with minimal direction
Meets competing deadlines in a very fast paced, dynamic and demanding environment with a high degree of urgency and accuracy
Focuses on learning in everyday activities and events
Collaborates with and openly shares knowledge with colleagues
Regular, reliable, and punctual attendance
Management Responsibilities (None) Required Education, Experience and Certificates, Licenses, Registrations
5+ years of experience working in a related position in the retirement services sector
Strong MS Office skills to include Excel
Preferred (but not required) education or skills for this role are
Bachelor’s degree in a business related field or industry experience
DST experience
Verbal and Written Communication Skills
Time Management
Diplomatic
Integrity
Analytical Thinker
Resourceful
Team Player
Sound Judgment
Results Driven
Exhibits Personal Credibility
Forward Thinking
Planning and Organizing
Project Management
Travel Up to 10%
Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
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.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. No associate is permitted to work at a location outside the United States for any length of time, except for approved business travel on a limited basis. Exempt Associates traveling outside the United States on personal travel or while on PTO may work on a limited basis (e.g., occasionally checking and responding to business‑critical emails or dialing into business‑critical meetings) from their personal devices but not from a company‑provided computer.
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (“Protected Status”).
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Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
Provides client support and customer service on day-to-day issues with clients by responding timely and effectively either orally or via written communication
Acts in a pro‑active manner with assigned clients and builds relationships to ensure retention
Works with Plan Sponsors, Brokers, Registered Investment Advisors, Trust Companies and other Third‑Party Vendors, including auditors to respond to requests for specialized reports, communicate fund actions, consults on client inquiries and researches/resolves issues
May participate in final Sales presentations as well as prepare and facilitate client/advisor meetings when needed
Performs under pressure with minimal direction
Meets competing deadlines in a very fast paced, dynamic and demanding environment with a high degree of urgency and accuracy
Focuses on learning in everyday activities and events
Collaborates with and openly shares knowledge with colleagues
Regular, reliable, and punctual attendance
Management Responsibilities (None) Required Education, Experience and Certificates, Licenses, Registrations
5+ years of experience working in a related position in the retirement services sector
Strong MS Office skills to include Excel
Preferred (but not required) education or skills for this role are
Bachelor’s degree in a business related field or industry experience
DST experience
Verbal and Written Communication Skills
Time Management
Diplomatic
Integrity
Analytical Thinker
Resourceful
Team Player
Sound Judgment
Results Driven
Exhibits Personal Credibility
Forward Thinking
Planning and Organizing
Project Management
Travel Up to 10%
Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
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.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. No associate is permitted to work at a location outside the United States for any length of time, except for approved business travel on a limited basis. Exempt Associates traveling outside the United States on personal travel or while on PTO may work on a limited basis (e.g., occasionally checking and responding to business‑critical emails or dialing into business‑critical meetings) from their personal devices but not from a company‑provided computer.
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (“Protected Status”).
#J-18808-Ljbffr