Client Relationship Manager, Client Services - Retirement

Company

Ascensus

Where

Remote, Virginia, Remote, Pennsylvania

Level

Manager

First seen

November 10, 2026

Postings

2

Listed via

Workday

What the posting says

This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors. Responsibilities include relationship management for these plan accounts and financial advisors ensuring a successful service experience, product enhancements and plan retention. Providing consultative advice and support as a dedicated contact to ensure execution of coordinated strategies to support the plan client and their financial professional. Promote plan retention via ownership, troubleshooting and…

Read more and apply on Ascensus' site

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