Lead and grow relationships with high-value retirement plan clients from the comfort of your home office. As a Client Relationship Manager with Ascensus, you’ll be the go-to partner for elite advisor plans, helping them stay healthy, compliant, and engaged over the long term.
About Ascensus
Ascensus is the leading independent technology and service platform powering savings plans across America. Their products and expertise help nearly 16 million people save for a better today and tomorrow. Guided by the core values People Matter, Quality First, and Integrity Always®, Ascensus focuses on long-term partnerships, transparent service, and reliable plan support.
Schedule
- Position: Client Relationship Manager
- Location: Remote – must reside in North Carolina (Fayetteville based posting)
- Employment type: Full time
- Hours: Standard Monday–Friday business hours, with flexibility for client meetings
- Work setup: Uninterrupted home workspace with high-speed internet (25 Mbps+; stronger connection needed if others share the network)
- Travel: Some travel required for client and internal meetings
What You’ll Do
- Serve as the primary relationship owner for “big” and “elite” advisor retirement plan clients and their financial professionals.
- Build and maintain strong relationships with day-to-day client contacts and C-level decision makers.
- Provide full ownership of escalated issues from clients and advisors, coordinating with internal teams to drive quick, accurate resolutions.
- Act as an internal advocate for clients by partnering with sales, service, operations, and other departments to deliver a coordinated experience.
- Review your book of business to identify retention risks and opportunities, and create strategies for non-elite advisors.
- Cross-sell and educate plan sponsors and advisors on Ascensus products, processes, features, and services to support organic growth.
- Compile data, track communications and escalations, and recommend solutions that optimize plan design and enhance the overall client experience.
- Lead and/or participate in projects that create additional value for existing relationships.
- Conduct outreach activities, including call campaigns, to strengthen relationships and increase share of wallet.
- Stay current on regulatory, financial, accounting, service, operations, and compliance topics that affect your clients.
What You Need
- Bachelor’s degree in business or a related field, or equivalent work experience.
- Minimum 7 years of experience in the retirement services industry or a closely related field (preferred).
- Minimum 5 years of direct client relationship management experience in a financial services administrative environment.
- Industry certifications (ASPPA, CEBS, etc.) or active progress toward certification preferred.
- Strong analytical and problem-solving skills with the ability to make sound business judgments.
- High attention to detail and ability to deliver accurate, high-quality work on tight deadlines.
- Excellent written and verbal communication skills, including group presentation experience.
- Proven ability to work independently while contributing to a highly cohesive team.
- Proficiency with Microsoft Excel, Word, and PowerPoint.
- Comfortable coordinating and running meetings with senior-level internal and external stakeholders.
- Ability and willingness to travel as required.
Benefits
- Competitive, experience-based compensation.
- Comprehensive medical, dental, and vision coverage.
- Retirement savings plans with company support.
- Paid time off and company holidays.
- Remote-first work structure with clear expectations and tools to succeed.
- Inclusive culture built around “People Matter. Quality First. Integrity Always.®”
If you’re ready to own key client relationships and be the person they call first, this is your lane.
Happy Hunting,
~Two Chicks…