Client Relationship Manager – Retirement

Ascensus

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

Posted 10/8/2026full-timeUnited 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 communication with financial professionals. Proficient in analyzing client data and optimizing service experiences while maintaining compliance and operational standards.

Highest-signal resume keywords

Retirement Services ExperienceClient Relationship ManagementProject Management SkillsAnalytical Problem-SolvingMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Relationship ManagementData AnalysisProject ManagementConsultative SupportProblem ResolutionCross-SellingPlan Design OptimizationRegulatory ComplianceFinancial Services KnowledgeStrategic Communication

Soft Skills

Excellent Communication SkillsDetail OrientedAbility to Work IndependentlyTeam CollaborationSound Business Judgment

Tools & Technologies

Microsoft ExcelMicrosoft WordMicrosoft PowerPoint

Certifications & Qualifications

ASPPA CertificationCEBS Certification

Industry Keywords

Retirement ServicesFinancial AdvisorsClient SatisfactionPlan RetentionC-Level RelationshipsFinancial Services Administrative EnvironmentConfidential Data HandlingOrganizational CultureService OperationsCompliance Aspects

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
Leverage industry knowledge to promote client satisfaction, retention, and organic growth
Develop strong working relationships with daily client contacts
Resolve 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 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 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 proprietary Ascensus products
Maintain knowledge of 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
Must protect, secure, and properly handle confidential data
Must support Ascensus organizational culture and core values

Benefits

Comp & perks

Full-time employment
Opportunity to work with a leading retirement savings technology and service platform
Travel as required