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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in relationship management within the retirement services industry, focusing on client retention, problem resolution, and consultative support. Proficient in analyzing client data and promoting organizational growth through effective communication and teamwork.
Highest-signal resume keywords
Client Relationship ManagementRetirement Services Industry ExperienceAnalytical Problem SolvingProject Management SkillsMicrosoft Office Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client Data AnalysisProblem ResolutionCross-Selling StrategiesRegulatory ComplianceFinancial Services Knowledge
Soft Skills
Excellent Communication SkillsDetail OrientedTeam CollaborationIndependenceSound Business Judgment
Tools & Technologies
Microsoft ExcelMicrosoft WordMicrosoft PowerPoint
Certifications & Qualifications
ASPPA CertificationCEBS Certification
Industry Keywords
Retirement ServicesFinancial AdvisorsPlan RetentionClient SatisfactionFinancial Services Administrative Environment
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, product enhancements, and plan retention
- Provide consultative advice and support as a dedicated contact
- Promote plan retention through ownership, troubleshooting, and problem resolution
- Protect, secure, and properly handle confidential Ascensus and client data
- Demonstrate proactive client focus and teamwork aligned with Ascensus’ organizational culture
- Leverage industry knowledge to promote client satisfaction, retention, and organic growth
- Develop strong working relationships with daily client contacts and C-level decision makers
- Own resolution of issues escalated by clients and financial professionals
- Advocate for clients internally by coordinating with Ascensus departments
- Review the existing book of business to identify retention opportunities and create strategies for non-elite advisors
- Cross-sell revenue opportunities and educate financial professionals and plan sponsors on products, processes, and services
- Compile data, track communications and escalations, and offer solutions to improve the Ascensus experience
- Lead or participate in projects creating additional value for existing relationships
- Analyze client and financial professional data and conduct outreach, including call campaigns
- Maintain proficiency with partner and proprietary Ascensus products
- Maintain proficiency in 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
Benefits
Comp & perks- Full-time position
- Ability to work remotely in Pennsylvania or Florida