Lead the relationships that keep retirement plans healthy and clients loyal. This fully remote Client Relationship Manager role lets you own a book of “big” and “elite” advisor retirement plans while working from home in Pennsylvania.
About Ascensus
Ascensus is a leading independent technology and service platform powering retirement and savings plans across America. Their tools and expertise help nearly 16 million people save for a better today and tomorrow. The culture is built around three clear values: People Matter, Quality First, and Integrity Always®, with a strong focus on long term client partnerships and high quality service.
Schedule
- Position: Client Relationship Manager
- Location: Remote – must reside in Pennsylvania (Philadelphia based posting)
- Employment type: Full time
- Hours: Standard Monday–Friday business hours, with flexibility based on client needs
- Work setup: Professional, uninterrupted home workspace and reliable high speed internet (25 Mbps+; higher if others share the connection)
What You’ll Do
- Serve as the primary relationship owner for “big” and “elite” advisor retirement plan clients and their financial professionals.
- Build and deepen relationships with day to day client contacts and C level decision makers to support plan health, communication, and long term retention.
- Take full ownership of escalated issues from clients and advisors, coordinating across internal departments to resolve problems quickly and cleanly.
- Act as an internal advocate for your clients, partnering with sales, service, operations, and compliance to deliver a coordinated experience.
- Review your book of business to spot retention risks and growth opportunities, building strategies especially for non elite advisors.
- Cross sell and educate plan sponsors and advisors on Ascensus products, features, processes, and services to drive organic growth and share of wallet.
- Compile and analyze client and advisor data, track communications and escalations, and recommend solutions that improve plan design and the overall Ascensus experience.
- Lead or participate in projects that add value to existing relationships and strengthen service models.
- Coordinate and run meetings (often with senior level attendees) to review plan status, address issues, and align on strategy.
- Stay current on regulatory, financial, accounting, operations, and compliance aspects that affect your client relationships.
What You Need
- Bachelor’s degree in business or a related field, or equivalent work experience.
- At least 7 years of experience in the retirement services industry or a closely related financial services field (preferred).
- At least 5 years of direct client relationship management experience in a financial services administrative environment.
- Industry certifications (ASPPA, CEBS, etc.) or active progress toward one are preferred.
- Strong analytical and problem solving skills, with the ability to make sound business judgments while balancing client needs and company interests.
- High attention to detail and the ability to produce accurate, high quality work under tight timelines.
- Excellent written and verbal communication skills, including experience presenting to groups and senior stakeholders.
- Proven ability to work independently while contributing to a highly cohesive, collaborative team.
- Proficiency with Microsoft Excel, Word, and PowerPoint.
- Comfort coordinating and leading meetings attended by senior level internal and external personnel.
- Ability to travel as needed for client and internal meetings.
Benefits
- Competitive, experience based compensation.
- Comprehensive medical, dental, and vision benefits.
- Retirement savings plans with company support.
- Paid time off and company holidays.
- Remote first structure with clear expectations and tools for success.
- Inclusive culture grounded in “People Matter. Quality First. Integrity Always.®”
Roles like this are built for experienced relationship owners who want real responsibility and long term client impact, not just a queue of tickets. If that’s you, don’t overthink it.
Happy Hunting,
~Two Chicks…