8,523 Client Relationship Manager jobs in the United States

We are seeking a dedicated and proactive Account Manager to act as the lead point of contact for all customer-related matters. This role is crucial in building and maintaining strong, long-lasting relationships with our valued customers.

• Serve as the lead point of contact for any and all matters specific to your customers.
• Build and maintain strong, long-lasting customer relationships.
• Develop a trusted advisor relationship with key accounts and customer stakeholders.
• Ensure the timely and successful delivery of our products according to customer needs and objectives.
• Communicate clearly the progress of monthly/quarterly initiatives to internal and external stakeholders.
• Forecast and track key account metrics.
• Identify and grow opportunities within territory and collaborate with sales teams to ensure growth attainment.
• Assist with high severity requests or issue escalations as needed.
• Perform other duties as assigned.

• Proven sales and customer service experience.
• Expertise in account management and data entry.
• Strong administrative support skills.
• Demonstrated ability to communicate, present, and influence credibly and effectively at all levels of the organization.
• Experience in delivering client-focused solutions based on customer needs.
• Proven ability to manage multiple projects simultaneously while paying strict attention to detail.

• Excellent listening, negotiation, and presentation skills.
• Outstanding verbal and written communication skills.
• Bachelor's degree or equivalent experience.

This position is onsite in Tukwila, providing a dynamic and engaging work environment.

This is a Contract to Hire position based out of Tukwila, Washington.

The pay range for this position is $38.00 - $45.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

Medical, dental & vision Critical Illness, Accident, and Hospital 401(k) Retirement Plan Pre-tax and Roth post-tax contributions available Life Insurance (Voluntary Life & AD&D for the employee and dependents) Short and long-term disability Health Spending Account (HSA) Transportation benefits Employee Assistance Program Time Off/Leave (PTO, Vacation or Sick Leave)

This is a fully onsite position in Tukwila,WA.

This position is anticipated to close on Sep 2, 2025.

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing double diamond winner for both client and talent service.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email for other accommodation options.

• Laser focus on the customer to ensure an exceptional experience
• Actively participate and support the sales team and sales strategy
• Support and participate in client meetings as necessary
• Promptly address customer needs and escalate issues quickly
• Actively partner with National and Regional Sales team members to ensure a cohesive sales environment
• Collaborate with sales team members and Sales Operations Specialists to ensure Salesforce (CRM) data is updated, current, and accurate
• Collaborate with Marketing to ensure adherence to branding guidelines in all presentations, collateral, and events
• Support the sales team with proposals and the RFP process
• Manage client portals as necessary
• Administrative duties may include data entry, expense reports, event planning, and logistics
• Flexibility to travel 10%, including overnight
• Travel to disaster sites with extended stays may be required

• Minimum of three years of experience in an administrative or sales support role
• Proficient with various technologies such as the Microsoft Office suite and Salesforce
• Restoration industry experience, preferred
• Bachelor's degree, preferred

Job DetailsJob LocationGreenville - Duncan, SCSalary Range$65000.00 - $75000.00 Salary/yearDescriptionThe Client Relationship Manager is the primary contact for all clients, responsible for the upholding and communicating company standards, ensuring high client satisfaction, while maintaining and growing client relationships. This role aims to enhance client satisfaction, retention, revenue growth, and profitability.This position reports to the Director of Client Services and collaborates closely with the Branch Manager and Production Managers.Core Values:1. Culture of Safety - Safety is always job #12. A Growing Tradition Plants, Personally, Financially and Professionally3. Employee Owned - Personal Pride in Success with an Owners Mentality4. Exceptional Customer Experience - Delighting our Clients with our Products and Services5. Good Neighbors - Community Pride - Sharing our Success6. Respectability - Treating Others as we want to be treatedDuties/Responsibilities:•Ensure smooth client onboarding and integration.•Communicate and follow up with Plans of Action as production performs, resolves and executes control standards.•Monitor project timelines, budgets, and outcomes to ensure client satisfaction and profitability.•Identify and pursue opportunities to upsell and cross-sell to existing clients•Build, strengthen and maintain client relationships.•Retain and grow account base•Address and resolve client complaints and issues promptly and effectively.•Maintain consistent, scheduled communication cadence with clients•Identify and mitigate risks proactively•Gather client feedback and use it to drive continuous improvement with production teams.•Facilitate effective communication between clients and internal teams.•Foster a collaborative environment to enhance teamwork and problem-solving•Attend networking and industry events.•Manage and communicate the contract renewal process and price increase.•Design, estimate and propose enhancement opportunities•Manage Aspire and other integrated software systems to maximize performance.•Manage A/R communication to ensure timely payment for services rendered•Drive strategic plan for adoption and utilization of productsQualificationsRequired Skills/Abilities:•Strong analytical and problem-solving skills, organizational, communication, coordination and presentation skills•Proficient computer technology including MS Office Suite, Aspire software knowledge is a plus.•Horticultural experience/ knowledge preferred•Strong social skills with an ability to build relationships internally and externally•Ability to manage conflict resolution•Ability to work in a fast-paced, team environment with a high sense of urgency•Strong ability to multitask and handle competing priorities in a constantly changing environmentEducation and Experience:•Associates or Bachelors degree preferred•3-4 years of experience as a Client Relations Manager preferred•Effective oral and written communication skillsPhysical Requirements:•Must be able to travel•Prolonged periods standing, walking, stretching, bending, climbing ladders, kneeling, and pulling•Must be able to lift up to 25 pounds at times•Must be able to work in a variety of weather conditions

Join to apply for the Client Relationship Manager role at Voya Financial

3 days ago Be among the first 25 applicants

Join to apply for the Client Relationship Manager role at Voya Financial

Direct message the job poster from Voya Financial

Together we fight for everyones opportunity for a better financial future.

We will do this together with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyones access to opportunities. The status quo is not good enough we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.

Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with and those we acquire throughout our lives are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.

Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage Apply Now

Profile Summary

Manages all aspects of specific sponsored plans, maintain and enhance relationships with existing clients, and help to contribute to increased profitability. Typically works on the larger and/or more complex plans/customers.

Please Note: This position allows remote work from home but will require travel to our Voya office as business requires. Candidates must be located within a 50-mile radius from your assigned office.

Profile Description

• Ensures seamless day-to-day operations and timely delivery of periodic processing events
• Applies operational best practices to ensure that plan runs efficiently and according to specific client needs
• Enriches service delivery, manages risk, improves efficiency and quality
• Liaison between internal/external groups who support the operation of clients plan such as Central Services, Customer Contact Center, Compliance, Financial Control, Pricing & Trading and Trust
• Actively participates in sponsor calls and meetings
• Support sales opportunity which involves onsite sales presentation
  
  

• 5+ years financial services industry experience
• Customer Services experience/skills
• Experience with managing highly sensitive and key at risk clients
  
  

• Bachelors degree in Business Administration or equivalent
  
  

• Health, dental, vision and life insurance plans
• 401(k) Savings plan with generous company matching contributions (up to 6%)
• Voya Retirement Plan employer paid cash balance retirement plan (4%)
• Tuition reimbursement up to 5,250/year
• Paid time off including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
• Paid volunteer time 40 hours per calendar year
  
  

• Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
• Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
• Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
• Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
• Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.
  
  

• Seniority level Not Applicable

• Employment type Full-time

• Job function Sales and Business Development
• Industries Insurance and Financial Services

Referrals increase your chances of interviewing at Voya Financial by 2x

Stamford, CT 60,000.00- 65,000.00 5 days ago

Smithtown, NY 250,000.00- 500,000.00 2 weeks ago

Stamford, CT 131,400.00- 300,200.00 2 days ago

Shelton, CT 100,400.00- 169,400.00 6 months ago

Huntington, NY 55,000.00- 70,000.00 4 days ago

Huntington, NY 88,400.00- 132,600.00 1 week ago

New Haven, CT 156,812.00- 235,219.00 2 weeks ago

Huntington, NY 65,000.00- 85,000.00 1 month ago

Stamford, CT 90,000.00- 100,000.00 2 weeks ago

Bridgeport, CT 60,000.00- 80,000.00 5 days ago

Norwalk, CT 88,000.00- 176,000.00 2 weeks ago

Norwalk, CT 90,000.00- 150,000.00 1 week ago

New Haven, CT 100,000.00- 115,000.00 2 days ago

Norwalk, CT 60,000.00- 200,000.00 1 week ago

Stamford, CT 60,000.00- 90,000.00 1 week ago

Bethel, CT 145,000.00- 190,000.00 2 months ago

Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

2 days ago Be among the first 25 applicants

Located in Fort Myers, FL, Synaxus is a fast-growing leader in the marketing and sales industry. We are dedicated to delivering exceptional client experiences and creating lasting relationships. With a reputation for innovation and results, our team is expanding, and were seeking a motivated and personable Client Relationship Manager to join us.

As a Client Relationship Manager, youll play a pivotal role in ensuring outstanding customer satisfaction and strengthening client relationships. Working closely with senior marketing and sales professionals, youll gain hands-on experience in customer acquisition, campaign strategy, and client management, while contributing to the success of our telecommunications clients.

Key Responsibilities

• Develop and nurture strong, long-term relationships with clients, ensuring their needs and expectations are met.
• Act as the primary point of contact for client inquiries and concerns, delivering effective solutions and support in a timely manner.
• Promote and recommend clients latest products and services to customers, providing personalized and impactful solutions.
• Partner with marketing and sales teams to design and execute campaigns that enhance client satisfaction and loyalty.
• Analyze customer feedback and market trends to identify opportunities for improvement and innovation.
• Drive revenue through sales efforts, referral pipelines, and initiatives that build client loyalty.
• Train and mentor team members to uphold exceptional customer service standards and foster a collaborative environment.

Minimum Qualifications

• Experience in customer-facing roles, particularly in sales, marketing, or client relations.
• Strong communication and interpersonal skills with the ability to engage with diverse clients effectively.
• Problem-solving abilities and adaptability to address varied customer needs and scenarios.
• A goal-oriented mindset with a focus on achieving measurable results for clients and the company.
• Bachelors degree in Business, Marketing, Communications, or a related field (preferred but not required).

Why Join Synaxus?

At Synaxus, we are committed to developing leaders and fostering a culture that values innovation, teamwork, and community involvement. Our fast-paced, collaborative environment offers opportunities for professional growth and a chance to make a meaningful impact on our clients and customers.

If youre ready to take your career to the next level and make a difference in the client experience, wed love to hear from you.

Apply today and join Synaxus as our next Client Relationship Manager!

• Seniority level Entry level

• Employment type Full-time

• Job function Sales, Marketing, and Management
• Industries Marketing Services, Advertising Services, and Consumer Services

Referrals increase your chances of interviewing at Synaxus by 2x

Get notified about new Relationship Manager jobs in Fort Myers, FL .

Fort Myers, FL $55,000.00-$10,000.00 2 weeks ago

Fort Myers, FL 90,000.00- 130,000.00 1 month ago

Fort Myers, FL 110,000.00- 120,000.00 4 weeks ago

Fort Myers, FL 60,000.00- 80,000.00 1 month ago

Fort Myers, FL 60,000.00- 70,000.00 1 week ago

Cape Coral, FL 60,000.00- 80,000.00 1 day ago

Cape Coral, FL 100,000.00- 110,000.00 1 day ago

Fort Myers, FL 41,000.00- 59,000.00 2 weeks ago

Fort Myers, FL 41,000.00- 59,000.00 1 week ago

Fort Myers, FL 98,000.00- 143,000.00 1 week ago

Fort Myers, FL 98,000.00- 143,000.00 2 weeks ago

Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

We are seeking a dedicated and proactive Account Manager to act as the lead point of contact for all customer-related matters. This role is crucial in building and maintaining strong, long-lasting relationships with our valued customers.

Responsibilities:

• Serve as the lead point of contact for any and all matters specific to your customers.
• Build and maintain strong, long-lasting customer relationships.
• Develop a trusted advisor relationship with key accounts and customer stakeholders.
• Ensure the timely and successful delivery of our products according to customer needs and objectives.
• Communicate clearly the progress of monthly/quarterly initiatives to internal and external stakeholders.
• Forecast and track key account metrics.
• Identify and grow opportunities within territory and collaborate with sales teams to ensure growth attainment.
• Assist with high severity requests or issue escalations as needed.
• Perform other duties as assigned.

Essential Skills:

• Proven sales and customer service experience.
• Expertise in account management and data entry.
• Strong administrative support skills.
• Demonstrated ability to communicate, present, and influence credibly and effectively at all levels of the organization.
• Experience in delivering client-focused solutions based on customer needs.
• Proven ability to manage multiple projects simultaneously while paying strict attention to detail.

Additional Skills & Qualifications:

• Excellent listening, negotiation, and presentation skills.
• Outstanding verbal and written communication skills.
• Bachelor's degree or equivalent experience.

Work Environment:

This position is onsite in Tukwila, providing a dynamic and engaging work environment.

Job Type & Location:

This is a contract to hire position based out of Tukwila, Washington.

Pay and Benefits:

The pay range for this position is $38.00 - $45.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type:

This is a fully onsite position in Tukwila, WA.

Application Deadline:

This position is anticipated to close on Sep 2, 2025.

About Aston Carter:

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing double diamond winner for both client and talent service. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email for other accommodation options.

Join to apply for the Client Relationship Manager role at Signal Tru Brand

2 days ago Be among the first 25 applicants

Join to apply for the Client Relationship Manager role at Signal Tru Brand

Get AI-powered advice on this job and more exclusive features.

This range is provided by Signal Tru Brand. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.

$63,000.00/yr - $3,000.00/yr

Job Description

**Job Description**

We are seeking a detail-oriented and dynamic **Client Relationship Manager** to oversee and nurture relationships with our valued clients. The ideal candidate will serve as the main point of contact, ensuring client satisfaction while identifying opportunities for growth and continuous improvement. This role plays a critical part in maintaining trust and delivering exceptional service experiences.

**Responsibilities**

• Build and maintain strong, long-lasting client relationships
• Serve as the lead point of contact for all customer account matters
• Anticipate client needs and proactively address concerns or challenges
• Ensure the timely and successful delivery of solutions according to client objectives
• Collaborate with internal teams to improve the overall customer experience
• Prepare and present reports on account status and client feedback
• Identify opportunities to grow business with existing clients
  
  

• Bachelors degree in Business Administration, Communications, or a related field
• Proven experience in client relationship management or account management (3+ years preferred)
• Strong interpersonal and communication skills
• Ability to manage multiple projects and priorities simultaneously
• Problem-solving mindset with a proactive approach to client satisfaction
• Proficient in CRM systems and Microsoft Office Suite
  
  

• Competitive annual salary ( 65,000 - 71,000)
• Health, dental, and vision insurance
• Paid time off and holidays
• Opportunities for professional growth and internal advancement
• Collaborative and supportive work environment
• Ongoing training and skill development programs

• Seniority level Entry level

• Employment type Full-time

• Job function Sales and Business Development
• Industries Public Relations and Communications Services

Referrals increase your chances of interviewing at Signal Tru Brand by 2x

Minneapolis, MN 45,000.00- 55,000.00 8 months ago

Greater Minneapolis-St. Paul Area 60,000.00- 75,000.00 5 days ago

Minneapolis, MN 84,000.00- 100,000.00 6 days ago

St Paul, MN 87,920.00- 150,720.00 6 days ago

Minnetonka, MN 90,000.00- 120,000.00 3 days ago

Minneapolis, MN 97,200.00- 148,500.00 5 days ago

Minneapolis, MN 118,800.00- 170,000.00 5 days ago

St Louis Park, MN 60,000.00- 90,000.00 1 month ago

Minneapolis, MN 97,000.00- 148,000.00 2 days ago

Bloomington, MN 57,500.00- 106,500.00 4 days ago

Minneapolis, MN 100,000.00- 130,000.00 1 week ago

Minneapolis, MN 94,000.00- 162,000.00 2 weeks ago

Minneapolis, MN 57,500.00- 106,500.00 5 days ago

Minneapolis, MN 75,000.00- 85,000.00 5 days ago

Wayzata, MN 60,000.00- 80,000.00 5 days ago

Minneapolis, MN 74,000.00- 138,000.00 3 days ago

Eagan, MN 104,300.00- 193,700.00 4 days ago

Minnetonka, MN 125,000.00- 255,000.00 6 days ago

Minneapolis, MN 100,000.00- 110,000.00 1 day ago

Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Strategic Coach is the business coaching program for entrepreneurs who are passionate about whats next for them, but are stuck on how to get there. We provide the framework and community for an easier and accelerated path forward.

Were looking for a proactive, batteries-included Client Relationship Manager (Program Advisor) to support our clients in their progress in The Strategic Coach Program and encourage them to renew their enrollment for the next year. The Client Relationship Manager is effectively the clients go-to person between workshops. With experience, the Client Relationship Manager becomes an expert in how to use our tools and concepts and how to apply them to our clients businesses.

You'll be responsible for:

1. Client Success
   • Manage, support, and coach up to 125-200 clients between their quarterly workshops.
   • Learn all concepts and tools and become a resource for our clients.
   • Reschedule clients who miss or cannot attend their regular workshop.
   • Handle all client issues with professionalism, integrity, and grace.
2. Attending Workshops
   • Interact with, answer questions, and provide direction for clients in the workshops (youll attend 6-10 workshops/quarter).
   • Travel to other workshop cities in North America on occasion (up to eight one-week trips per calendar year).
   • Lead occasional presentations to clients on specific concepts or tools, requiring clear communication and effective public speaking skills.
   • Achieve 75% or higher in client renewal from one year to the next.
   • Increase renewals by effectively addressing clients needs and offering solutions, and actively engaging clients, both in person and on the phone.

Qualifications required:

• 4+ years client management experience.
• Sales experience is considered an asset.
• A university or college degree.

Who were looking for:

• You work independently and take charge of your own results.
• You maintain a high level of activity while managing multiple priorities.
• Youre confident and responsive, and you take initiative to make things happen.
• You have a strong entrepreneurial spirityou embrace new opportunities and thrive in a constantly evolving and creative environment.
• You communicate clearly and persuasively with all types of people.

Why Strategic Coach? We have:

• Exceptional Clients: As a Client Relationship Manager, you will play a key role in dramatically improving peoples lives. Our clients are extraordinary individuals who, because of their involvement in the Program, will go on to powerfully multiply their business, future, and growth.
• Extraordinary Culture: As a company that teaches entrepreneurial teamwork and walks our talk, we take a lot of pride in cultivating a collaborative, positive, growth-oriented culture. We are constantly supporting our team members in their own learning and growth as we evolve and innovate as a company.

Youll also get:

• Six weeks of paid time off each year.
• Twenty-one flex hours.
• A flexible and competitive benefits plan.
• Top-tier onboarding and training.
• Access to our first-class workshop programs.
• Fun team challenges, events, and celebrations.
• Three paid days off per year to volunteer with your chosen community.
• Access to a fully-equipped gym.
• Unlimited free pop, juice, coffee, and occasional catered lunches.

And much, much more!

If you think this position is a right-fit for you, apply today!

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information. We thank all applicants; however, only those candidates selected for an interview will be contacted.

Strategic Coach is an equal opportunity employer that is committed to inclusive, barrier-free recruitment and selection processes. Consistent with our values and corporate culture, Strategic Coach is committed to providing equitable treatment to all with respect to barrier-free employment and accommodation without discrimination. If you have an accommodation need, please contact Human Resources in advance of your interview to make appropriate arrangements.

By applying, you agree that the statements made by you are true, complete, and correct to the best of your knowledge. Further, you understand that any falsification of statements, misrepresentations, and/or deliberate omission or concealment of information may be considered just cause for dismissal.

This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors. Responsibilities include relationship management for these plan accounts and financial advisors ensuring a successful service experience, product enhancements and plan retention. Providing consultative advice and support as a dedicated contact to ensure execution of coordinated strategies to support the plan client and their financial professional. Promote plan retention via ownership, troubleshooting and problem resolution resulting in the prevention of escalated service issues associated with assigned accounts.

Section 2: Job Functions, Essential Duties and Responsibilities

• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
• The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture.

• Consistently demonstrate a superior level of proactive client focus and team work.
• Leverage industry knowledge to promote client satisfaction, leading to retention and organic growth.
• Develop strong working relationships with daily client contacts.
• Provide ownership for the resolution of issues escalated by clients and financial professionals.
• Act as an internal advocate for clients and financial professionals by coordinating with internal Ascensus departments.
• Review existing book of business to identify plan retention and create strategy for non-elite advisors.

• Develop relationships with C-level decision makers for assigned accounts to develop education and communication strategies.

• Cross-sell revenue opportunities, educate financial professionals/plan sponsors regarding, products, processes and services.
• Compile data, track communications, escalations and offer solutions to enhance the Ascensus experience by optimizing plan design and promoting product features and services.
• Lead and/or participate in projects that create additional value for existing relationships.
• Compile and analyze data associated with clients and financial professionals and conduct outreach activities including call campaigns to build/strengthen existing relationships and gain share of wallet.
• Maintain proficiency with multiple partner products and Ascensus proprietary products to effectively manage key relationships across these platforms.

• Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function

Supervision

• N/A

Section 3: Experience, Skills, Knowledge Requirements

• Bachelors 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 as required, but also work within and contribute to maintaining a highly-cohesive team environment
• Excellent analytical and problem solving skills
• Ability to work with a high level of independence
• Must be detail oriented and be able to produce high quality work within tight time constraints
• Ability to make sound business judgments while effectively 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 in both internal and external environments
• Demonstrated project management skills
• Ability to travel as required

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.