Client Relationship Manager

Ascensus

. Serve as the focal point for existing big and elite advisor plan clients and their financial advisors .

Posted 10/9/2026full-timeRemote • Pennsylvania • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in relationship management within the retirement services industry, focusing on client retention, consultative support, and strategic collaboration with financial professionals. Proficient in analyzing data to enhance service experiences and drive revenue opportunities while maintaining compliance and operational excellence.

Highest-signal resume keywords

Relationship ManagementClient Retention StrategiesProject ManagementAnalytical Problem-SolvingFinancial Services Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisConsultative AdviceCross-SellingRegulatory ComplianceFinancial Advisory Support

Soft Skills

Excellent Communication SkillsDetail-OrientedTeam CollaborationIndependenceSound Business Judgment

Tools & Technologies

Microsoft Office SuiteExcelWordPowerPoint

Certifications & Qualifications

ASPPACEBS

Industry Keywords

Retirement ServicesFinancial ServicesClient AdvocacyService OperationsPlan Management

About the role

Key responsibilities & impact

Serve as the focal point for existing big and elite advisor plan clients and their financial advisors
Manage relationships for plan accounts and financial advisors to ensure successful service experiences, product enhancements, and plan retention
Provide consultative advice and support as a dedicated contact
Execute coordinated strategies supporting plan clients and financial professionals
Promote plan retention through ownership, troubleshooting, and problem resolution
Collaborate with sales, service, operations, and other internal Ascensus departments
Develop strong working relationships with daily client contacts and C-level decision makers
Act as an internal advocate for clients and financial professionals
Review the existing book of business to identify retention opportunities and create strategies for non-elite advisors
Develop education and communication strategies for assigned accounts
Cross-sell revenue opportunities and educate financial professionals and plan sponsors about products, processes, and services
Compile data, track communications and escalations, and offer solutions to enhance the Ascensus experience
Lead or participate in projects that create additional value for existing relationships
Analyze client and financial professional data and conduct outreach activities, including call campaigns
Maintain proficiency with partner and proprietary Ascensus products
Maintain proficiency with regulatory, financial, accounting, service, operations, and compliance aspects of relationship management

Requirements

What you’ll need

Bachelor’s 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 industry-related studies program preferred
Ability to work independently and contribute to a highly cohesive team environment
Excellent analytical and problem-solving skills
Ability to work with a high level of independence
Detail-oriented and able to produce high-quality work within tight time constraints
Ability to make sound business judgments while 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
Demonstrated project management skills
Ability to travel as required
Ability to protect, secure, and properly handle confidential data

Benefits

Comp & perks

Full-time employment
Ability to work remotely from Pennsylvania
Opportunity to work with a leading independent technology and service platform powering savings plans across America