Own the relationships that keep retirement plans healthy and clients loyal. As a Client Relationship Manager with Ascensus, you’ll be the dedicated partner for high-value advisor retirement plans, helping plan sponsors and financial professionals navigate complexity with confidence.
About Ascensus
Ascensus is the leading independent technology and service platform powering savings plans across America, helping nearly 16 million people save for a better today and tomorrow. Guided by the values People Matter, Quality First, and Integrity Always®, Ascensus focuses on long-term partnerships, compliant plan administration, and clear, client-first service. As part of their remote client services team, you’ll be at the center of those relationships.
Schedule
- Position: Client Relationship Manager
- Location: Remote – must reside in Pennsylvania (Pittsburgh-based posting)
- Employment type: Full time
- Hours: Standard Monday–Friday business hours, with flexibility for client and internal 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 visits 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 working relationships with daily client contacts and C-level decision makers.
- Take full ownership of escalated issues from clients and advisors, coordinating with internal teams to drive fast, accurate resolutions.
- Act as an internal advocate for clients by partnering with sales, service, operations, and other departments to deliver a coordinated, high-quality 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, services, and processes to support plan health and organic growth.
- Compile data, track communications and escalations, and recommend solutions that optimize plan design and promote product features.
- Lead and/or participate in projects that add value for existing relationships and improve client satisfaction.
- Conduct outreach activities, including call campaigns, to strengthen relationships and increase share of wallet.
- Maintain strong knowledge of partner products, Ascensus proprietary solutions, and the regulatory, financial, accounting, service, operations, and compliance aspects that affect your plans.
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/account 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 sound business judgment.
- High attention to detail and ability to produce accurate work under tight deadlines.
- Ability to work independently while contributing to a highly cohesive, collaborative team.
- Excellent written and verbal communication skills, including group presentation experience.
- Proficiency with Microsoft Excel, Word, and PowerPoint.
- Ability to coordinate and lead meetings with senior-level internal and external stakeholders.
- Willingness and ability to travel as required.
Benefits
- Competitive compensation aligned with experience and role scope.
- Comprehensive total rewards package, including health and retirement benefits.
- Paid time off and company holidays.
- Remote-first role with clear expectations and support to succeed from home.
- Inclusive culture built around “People Matter. Quality First. Integrity Always.®” and ongoing career development opportunities.
If you’re ready to be the first call your clients make and the partner they trust to keep their plans on track, this one’s worth a serious look.
Happy Hunting,
~Two Chicks…