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Added 1 min ago
SP
Action Officer
Systems Planning and Analysis
Arlington, VA
- $100,000 USD / year
SPA provides critical decision support to enabling and executing a strategy of technological superiority and enabling the delivery and sustainment of secure, resilient, and preeminent…
Added 4 mins ago
Category Manager, Technology Sourcing
Okta
Bellevue, WA · San Francisco, CA
This role will be responsible for procurement strategy development and execution, conducting strategic sourcing events and negotiating acceptable terms and conditions with Suppliers. The…
Added 4 mins ago
Category Manager, Technology Sourcing
Okta
San Francisco, CA
This role will be responsible for procurement strategy development and execution, conducting strategic sourcing events and negotiating acceptable terms and conditions with Suppliers. The…
Added 4 mins ago
Chief Development Officer
Monterey Bay Aquarium
Monterey, CA
…corporate supporters while leveraging its robust membership program, consisting of 72,000 households, as a gateway to long-term philanthropic engagement. Working alongside Dr. Gray and the…
Added 5 mins ago
Emerging Store Manager
Walgreens
TAYLOR, TX
Supports Store Manager in leveraging data, analysis, and team member input to make fact-based decisions, follow-up, and monitor impact.
Added 5 mins ago
T
Service Desk Analyst
TEKsystems
Lansing, MI
- $25 to $30 USD / hour
…practices related to account access, device security, phishing, data protection, and incident escalation. Participate in technology rollouts, upgrades, hardware refreshes, and other IT…
Added 5 mins ago
T
Assistant Project Manager
TEKsystems
Indianapolis, IN
- $50 to $100 USD / hour
Assistant Project Manager | Hyperscale Data Center Construction
Added 5 mins ago
Client Relationship Manager, Client Services - Retirement
Ascensus LLC
Remote, United States
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved…
Added 6 mins ago
Emerging Store Manager
Walgreens
BIRMINGHAM, MI
Supports Store Manager in leveraging data, analysis, and team member input to make fact-based decisions, follow-up, and monitor impact.
Added 6 mins ago
Emerging Store Manager
Walgreens
SOUTHFIELD, MI
Supports Store Manager in leveraging data, analysis, and team member input to make fact-based decisions, follow-up, and monitor impact.
Added 6 mins ago
Emerging Store Manager
Walgreens
ROYAL OAK, MI
Supports Store Manager in leveraging data, analysis, and team member input to make fact-based decisions, follow-up, and monitor impact.
Added 6 mins ago
Emerging Store Manager
Walgreens
STERLING HEIGHTS, MI
Supports Store Manager in leveraging data, analysis, and team member input to make fact-based decisions, follow-up, and monitor impact.
Added 6 mins ago
Emerging Store Manager
Walgreens
STERLING HEIGHTS, MI
Supports Store Manager in leveraging data, analysis, and team member input to make fact-based decisions, follow-up, and monitor impact.
Added 6 mins ago
Emerging Store Manager
Walgreens
NAPLES, FL
Supports Store Manager in leveraging data, analysis, and team member input to make fact-based decisions, follow-up, and monitor impact.
Added 8 mins ago
A
Client Account Manager, B2B
Amsive
New York, NY
- From $75,000 USD / year
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Added 9 mins ago
P
Parts Life cycle manager
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- $90,000 to $143,000 USD / year
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Added 11 mins ago
Territory Sales Manager II (Atlanta, GA)
The ODP Group, LLC
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The Territory Sales Manager is responsible for acquiring new mid market customers and expanding relationships with existing accounts within the assigned geography. This role focuses on…
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…latest technical developments in own area. Contributes towards strategy and policy development, and ensure delivery within area of…
Added 11 mins ago
A
Threat Informed Defense Senior Manager
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- $132,500 to $338,300 USD / year
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Added 11 mins ago
Technical Program Manager - Child Safety (Legal)
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…Investigations organization is looking for an experienced Technical Program Manager who has experience applying technical expertise and organizational skills to drive execution of child…
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Confluent - Senior Product Manager, Monetization (Billing Platform & Marketplaces)
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Operations Group Manager - Payments
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Added 11 mins ago
Cyber Defense & Resilience - Incident Response - Senior Manager
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Assist with data validation, project tracking, reporting, and analysis to help drive informed decision-making and program success.

Ascensus LLC

Client Relationship Manager, Client Services - Retirement

Remote, United States

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Job details

Experience: Minimum of 5 years’ prior experience with direct client/client equivalent relationships within a financial services administrative environment
Posting language: English
Posted: Nov 5, 2026

Original job description

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.

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 problem resolution resulting in the prevention of escalated service issues associated with assigned accounts.

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.
The I-Client philosophy and the 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.
Consistently demonstrate a superior level of proactive client focus and team work.
Leverage industry knowledge to promote client satisfaction, leading to retention and organic growth.
Develop strong working relationships with daily client contacts.
Provide ownership for the resolution of issues escalated by clients and financial professionals.
Act as an internal advocate for clients and financial professionals by coordinating with internal Ascensus departments.
Review existing book of business to identify plan retention and create strategy for non-elite advisors.
Develop relationships with C-level decision makers for assigned accounts to develop education and communication strategies.
Cross-sell revenue opportunities, educate financial professionals/plan sponsors regarding, products, processes and services.
Compile data, track communications, escalations and offer solutions to enhance the Ascensus experience by optimizing plan design and promoting product features and services.
Lead and/or participate in projects that create additional value for existing relationships.
Compile and analyze data associated with clients and financial professionals and conduct outreach activities including call campaigns to build/strengthen existing relationships and gain share of wallet.
Maintain proficiency with multiple partner products and Ascensus’ proprietary products to effectively manage key relationships across these platforms.
Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function

Supervision

Section 3: Experience, Skills, Knowledge Requirements

Bachelor’s degree in business or related fields, or equivalent work experience
Minimum of 7 years’ experience in retirement services industry or related field is preferred
Minimum of 5 years’ prior experience with direct client/client equivalent relationships within a financial services administrative environment
Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred
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
Demonstrated project management skills
Ability to travel as required

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

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More about this job

Skills

Sales
Troubleshooting
Communication skills
Regulatory compliance
Work independently
Problem solving
Microsoft Office
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
Project management

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