Client Relationship Manager, Retirement

Ascensus

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

Posted 11/9/2026full-timeRemote • 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, problem resolution, and consultative support. Proficient in analyzing client data and promoting organizational growth through effective communication and project management.

Highest-signal resume keywords

Client Relationship ManagementRetirement Services Industry ExperienceAnalytical Problem SolvingProject Management SkillsCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisPlan Retention StrategiesTroubleshootingCross-SellingClient Advocacy

Soft Skills

Detail OrientedTeamworkIndependenceSound Business Judgment

Tools & Technologies

Microsoft OfficeExcelWordPowerPoint

Certifications & Qualifications

ASPPACEBS

Industry Keywords

Financial ServicesClient SatisfactionComplianceOperationsConfidential Data Handling

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
Ensure successful service experience, product enhancements, and plan retention
Provide consultative advice and support as a dedicated client contact
Promote plan retention through ownership, troubleshooting, and problem resolution
Protect, secure, and properly handle confidential Ascensus and client data
Demonstrate client focus, teamwork, and support for organizational culture
Leverage industry knowledge to promote client satisfaction, retention, and organic growth
Develop strong working relationships with daily client contacts
Own resolution of issues escalated by clients and financial professionals
Coordinate with internal Ascensus departments as an internal client advocate
Review the existing book of business to identify plan retention opportunities and create strategies for non-elite advisors
Develop relationships with C-level decision makers and create education and communication strategies
Cross-sell revenue opportunities and educate financial professionals and plan sponsors about products, processes, and services
Compile data, track communications and escalations, and provide solutions to optimize plan design and promote products and services
Lead or participate in projects creating 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 within 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 employment
Ability to work remotely
Travel as required