Client Relationship Administrator
Ascensus(11 days ago)
About this role
The Client Relationship Administrator (CRA) supports relationship management for government savings plans, including 529 college savings and retirement programs. The role involves operational support, client communication, reporting, and coordinating meetings, primarily in an office or hybrid setting. It emphasizes maintaining client relationships and ensuring smooth plan administration.
Required Skills
- Client Relations
- Reporting
- Project Management
- Communication
- MS Office
About Ascensus
ascensus.comEveryone deserves to feel financially secure. We help more people save through partnerships with leading financial institutions and state governments.
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