Own the relationship, not just the inbox. This role is all about being the go to partner for retirement plan clients and their financial advisors, keeping plans running smoothly and relationships strong so they stay and grow with Ascensus.
About Ascensus
Ascensus is a leading independent technology and service platform powering savings plans across America, helping nearly 16 million people save for a better today and tomorrow. The culture is built on three core values: People Matter, Quality First, and Integrity Always®. As a remote friendly employer, Ascensus focuses on strong support, clear processes, and a service mindset so you can do high impact work from a professional home setup.
Schedule
- Position: Client Relationship Manager
- Location: Remote, must reside in South Carolina (Charleston based posting)
- Type: Full time
- Hours: Standard business hours, Monday through Friday, with some flexibility based on client needs
- Remote requirements: Quiet, uninterrupted workspace during business hours, reliable childcare coverage, and internet speed of at least 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 advisors.
- Build and maintain deep, proactive relationships with daily client contacts and C level decision makers.
- Provide consultative advice on plan design, product features, communication strategies, and best practices to support plan health and retention.
- Take ownership of escalated issues from clients and financial professionals, coordinating resolution across internal teams.
- Act as an internal advocate for your clients by partnering with sales, service, operations, compliance, and other departments.
- Review your book of business to identify retention risks and opportunities, creating strategies for both elite and non elite advisors.
- Cross sell and educate advisors and plan sponsors on Ascensus products, services, and processes to drive organic growth.
- Compile and analyze client data, track communications, and document escalations, identifying ways to enhance the overall Ascensus experience.
- Lead or participate in projects that add value to existing relationships and improve service models.
- Coordinate and run meetings (often with senior level stakeholders) to review plan status, address issues, and align on strategy.
What You Need
- Bachelor’s degree in business or 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.
- High attention to detail and the ability to produce high quality work under tight timelines.
- Excellent verbal and written communication skills, including experience presenting to groups and senior leaders.
- 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 with senior internal and external stakeholders.
- Ability to travel as needed for key client meetings or internal events.
Benefits
- Competitive, experience based compensation.
- Comprehensive health, dental, and vision coverage options.
- Retirement savings plans with company support.
- Paid time off and company holidays.
- Remote work with clear expectations and strong infrastructure.
- Inclusive culture grounded in “People Matter. Quality First. Integrity Always.®”
Roles at this level don’t sit open forever, especially for candidates with real retirement and client facing experience. If this sounds like your next move, lean in.
Happy Hunting,
~Two Chicks…