Senior Client Relationship Manager

Ascensus

. Manage multiple large and complex accounts across multiple business lines .

Posted 10/5/2026full-timeRemote • Wisconsin • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in client relationship management within the retirement industry, focusing on client satisfaction, retention, and operational efficiency. Possesses strong analytical, problem-solving, and communication skills to effectively engage with C-level executives and manage complex accounts.

Highest-signal resume keywords

Client Relationship ManagementRetirement Industry ExperienceProject Management SkillsAnalytical SkillsCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Account ManagementRFP Response ManagementPlan Operations ImprovementContractual ComplianceData Compilation and TrackingCross-Selling StrategiesVendor Relationship ManagementProblem-SolvingMeeting CoordinationExecutive-Level Presentation

Soft Skills

Detail-OrientedIndependent WorkTeam CollaborationSound Business JudgmentHigh-Quality Work Under Pressure

Certifications & Qualifications

Bachelor’s Degree in BusinessASPPA CertificationCEBS Certification

Industry Keywords

Retirement PlansESOP457 Governmental PlansDeferred Compensation409A PlansClient SatisfactionRevenue GrowthComplianceAdministrative Client ServiceIndustry Knowledge

About the role

Key responsibilities & impact

Manage multiple large and complex accounts across multiple business lines
Partner with sales on new business opportunities and participate in finalist processes
Drive client satisfaction and retention, increase revenue, and establish relationships with day-to-day administrators and C-level executives
Develop and maintain relationships with client decision makers and plan administrators
Develop strategies to improve plan operations, identify efficiency gains, and improve participant retirement readiness
Work across business lines to meet client expectations
Liaise between intermediaries/producers and clients, resolving confusion and ensuring contractual compliance
Participate from initial RFP response through onboarding and ongoing plan administration
Manage and monitor client accounts and ensure timely, accurate, and consistent service deliverables
Work with vendors to investigate and resolve transaction issues and notify clients of resolutions
Partner with Client Account Managers, Participant Engagement Consultants, and internal teams to meet client needs
Advocate for clients and financial professionals by coordinating with internal Ascensus departments
Leverage industry knowledge to promote client satisfaction, retention, and organic growth
Understand non-standard plan requirements, including ESOP, 457 governmental, deferred compensation, and 409A plans
Maintain knowledge of partner products, Ascensus proprietary products, and operations
Maintain compliance with departmental policies and procedures
Stay current on laws, regulations, trends, and issues affecting administrative client service
Make regular in-person client visits based on client size
Compile data, track communications and escalations, and propose solutions
Identify cross-selling opportunities within existing accounts and support revenue goals
Own resolution of issues escalated by clients and financial professionals
Maintain relationships with clients, attorneys, accountants, and related professionals
Maintain a retirement-industry network leading to sales opportunities
Lead or participate in projects that add value for existing relationships
Protect, secure, and properly handle confidential Ascensus and client data
Assist in managing vendor relationships on behalf of clients and partners
Demonstrate Ascensus’ core values and service philosophy in daily actions

Requirements

What you’ll need

Bachelor’s degree in business or related fields, or equivalent work experience
15+ years of retirement industry experience
7–10 years of direct experience in client relationship management or equivalent combination of education and experience
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
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 and executive-level presentation experience
Ability to coordinate and run meetings attended by senior-level personnel
Demonstrated project management skills
Travel required up to 25% of the time
For virtual remote positions, uninterrupted workspace during business hours and internet work speed of 25 Mbps or better

Benefits

Comp & perks

Virtual remote position with an uninterrupted workspace during business hours and internet work speed of 25 Mbps or better
Training courses, ASPPA courses and designations, industry publications, and other outside materials