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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, consultative support, and effective communication with C-level decision makers. Proficient in analyzing client data and optimizing service delivery while maintaining compliance and confidentiality.
Highest-signal resume keywords
Relationship ManagementClient Retention StrategiesProject Management SkillsAnalytical Problem SolvingFinancial Services Experience
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 AnalysisPlan Retention StrategiesConsultative AdviceCross-Selling TechniquesRegulatory Compliance Knowledge
Soft Skills
Excellent Communication SkillsDetail OrientedTeam CollaborationIndependent Work AbilityProblem Solving Skills
Tools & Technologies
Microsoft Office SuiteExcelWordPowerPoint
Certifications & Qualifications
Bachelor’s Degree in BusinessASPPA CertificationCEBS Certification
Industry Keywords
Retirement ServicesFinancial AdvisorsClient SatisfactionPlan SponsorsFinancial 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 values
- 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
- Coordinate with internal Ascensus departments as an advocate for clients and financial professionals
- Review the existing book of business to identify plan 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 optimize plan design and product adoption
- 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 Ascensus proprietary 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