Client Relationship Manager
Ascensus(1 month ago)
About this role
A client relationship role focused on supporting large retirement plan clients and their financial advisors. The position acts as the primary contact to ensure a high-quality service experience, promote product adoption, and drive plan retention while coordinating across sales, service, and operations.
Required Skills
- Relationship Management
- Client Retention
- Account Strategy
- Escalation Management
- Project Management
- Data Analysis
- Presentation Skills
- Stakeholder Management
- Regulatory Compliance
- Problem Solving
+2 more
Qualifications
- Bachelor's Degree in Business or Related Field
- ASPPA
- CEBS
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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