Bachelor's degree in business or related fields, or equivalent work experience
5+ years of experience in the retirement services industry
Prior experience with direct client relationships in a financial services environment
Excellent analytical and problem-solving skills
Detail-oriented with the ability to produce high-quality work under tight deadlines
Strong written and oral communication skills, including group presentation experience
Demonstrated project management skills
Responsibilities
Protect and handle confidential data to prevent unauthorized access or disclosure
Foster relationships with elite advisors to promote organic growth
Meet with C-Level executives to develop education and communication strategies
Communicate new platform rollouts and provide necessary training
Enhance the client experience to strengthen relationships and increase revenue
Review existing business to optimize plan performance and identify retention opportunities
Lead projects to create additional value for existing relationships
Benefits
Supportive organizational culture emphasizing integrity and quality
Opportunity to work closely with elite advisors and C-Level executives
Access to proprietary products and advanced reporting tools
Potential for professional growth within a cohesive team environment
Engagement in strategic initiatives that impact client satisfaction
Full Job Description
Section 1: Position Summary
This position will work closely with Client Services to serve as the focal point for elite advisors. Responsibilities include relationship management of elite advisors ensuring a successful service experience, book of business retention and growth of existing business organically.
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.
Our I-Client service philosophy and our 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.
Foster lasting relationships and promote organic growth with elite advisors through value-added strategic analyses and execution of consultative solutions to further Ascensus' reputation as a premier provider of retirement plan services.
Meet with C-Level executives of employers to develop education and communication strategies.
Communication of new platform rollouts and enhancements; providing training as appropriate.
Consistently demonstrate a superior level of proactive client focus and teamwork. Leverage industry knowledge to promote key intermediary satisfaction, leading to client retention and organic growth.
Internal advocate for elite advisors and their clients by coordinating with internal Ascensus departments.
Consistently enhance the Ascensus experience to strengthen relationships and capture a greater share-of-wallet from elite advisors.
Review existing book of business to identify plan retention; and to position products and services to optimize plan performance, and to add value for advisors and generate revenue to the business.
Identify and execute cross-sell revenue opportunities
Delivery of customized book of business reporting (AFCA, advanced payment reporting, Plan Illustrator, Fiduciary Benchmark and other reporting as determined)
Lead and/or participate in projects and initiatives related the creation of additional value for existing relationships.
Conduct plan-specific pricing reviews, including a review of investments, to evaluate profitability and make recommendations for pricing adjustments where appropriate to retain at-risk clients, elite advisors.
Maintain proficiency with multiple partner products and Ascensus' proprietary products to effectively manage elite relationships across these platforms.
Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function.
Bachelor's degree in business or related fields, or equivalent work experience
5+ years of experience in retirement services industry
Prior experience with direct client/client equivalent relationships within a financial services administrative environment
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
Ability to travel as required
Demonstrated project management skills
Detailed understanding of investments utilized in retirement programs
About Ascensus
Ascensus is a financial services company that provides retirement, health, and education savings plans to individuals and businesses. The company was founded in 1980 and is headquartered in Dresher, Pennsylvania. Ascensus has over 4,000 employees and serves more than 12 million customers nationwide. The company offers a wide range of retirement plan solutions, including 401(k), 403(b), and IRA plans. Ascensus is committed to helping its customers save for retirement and achieve their financial goals. The company has received several awards for its excellent customer service and innovative products.
