Jobs in the United States

25+ jobs

Save this search

Added just now
Staff IT Auditor I
AWG
Kansas City, KS
Staff Auditor I is an entry-level position responsible for performing basic audit testing and fieldwork across both information technology (IT) and operational processes under the direct…
Added 1 min ago
Senior Product Marketing Manager, CPQ
PandaDoc
Remote, United States
PandaDoc is looking for a Senior Product Marketing Manager, CPQ to own the go-to-market strategy for a critical product line in our document workflow and revenue operations suite. CPQ…
Added 1 min ago
Information Technology Manager
CACI
Omaha, NE · Omaha
CACI is seeking a cleared Information Technology Manager with experience in cyber security and Amazon Web Services. Partial telework may be acceptable with access to a CACI location or…
Added 2 mins ago
RR
Patient Access Coordinator
R1 RCM Holdco Inc.
Austin, TX
- $18.28 to $26.24 USD / hour
At R1, we’re transforming how healthcare works by combining nearly two decades of revenue cycle expertise with advanced technology, including analytics, AI, intelligent automation and…
Added 2 mins ago
Sr. Manager, Engineering Program Management, Publishing Platforms - Retail & Marcom Engineering
Apple
Sunnyvale, CA
…experience we ship. Our platforms and products span Product Information Management, Content Management, and Digital Asset Management systems - the multi-tenant backbone that lets content…
Added 2 mins ago
Clinical Laboratory Technologist
Unified Women's Healthcare
Tampa, FL
Reports results via the Laboratory Information System (LIS).
Added 2 mins ago
W
Senior Business Development Manager
Wise
New York, NY
- $175,000 to $245,000 USD / year
Wise is a global technology company, building the best way to move and manage the world’s money.
Added 3 mins ago
Field Service Technician
Ricoh
Cherry Hill, NJ
Meets the requirements listed in the Technology Services Training Role Inventory and Certification Program for the assigned role as defined by the manager.
Added 3 mins ago
Senior Program Manager
Chickasaw Service Solutions, LLC
Fort Belvoir, VA
The Sr. Program Manager implements, manages and controls all program directives related to the contract. This position ensures the timely accomplishment of all specified requirements and…
Added 3 mins ago
Electronics Technician Supervisor
Chickasaw Alliance Group, LLC
Charleston, SC
The Electronics Technician (ET) Supervisor will be responsible for working with the Program Manager and CNI Talent Acquistions in maintaining the staffing requirements to fulfill the…
Added 3 mins ago
E
Consulting - Tech Cons - SAP - SCM - OTC - Engr and Sys Int - Manager - Multiple Positions - 1758174
EY
Cincinnati, OH
- $141,918 USD / year
Consulting - Technology Consulting - SAP - Supply Chain Management – OTC - Engineering & Systems Integration (Manager) (Multiple Positions) (1758174), Ernst & Young U.S. LLP, Cincinnati, OH.
Added 4 mins ago
AML Compliance Officer
StoneX Group
Miami, FL
…handling day-to-day coverage associated with the AML Compliance Program (AML Program), factoring in industry best practices and providing guidance to the front office and cross-department…
Added 4 mins ago
Facility Security Officer
Integra
Houston, TX
…This role works closely with Operations, HSE, Human Resources, Information Technology, Facilities, and external law enforcement partners to ensure a safe and secure operating…
Added 4 mins ago
UH
Clinical Staff Pharmacist, Inpatient Pharmacy, Shift Varies
UC Health
Cincinnati, OH
- $58.4 to $89.17 USD / hour
Clinical staff pharmacists fill orders for medications, monitor patient medication therapies, provide drug information, and supervise and direct support personnel. In the absence of the…
Added 4 mins ago
PF
Closing Store Manager
Pete's Fresh Market
Tinley Park, IL
- $20 to $22 USD / hour
The Closing Store Manager is responsible for overseeing store operations during evening hours, ensuring excellent customer service, maintaining store standards, supervising staff, and…
Added 4 mins ago
PF
Closing Store Manager
Pete's Fresh Market
Orland Park, IL
- $20 to $22 USD / hour
The Closing Store Manager is responsible for overseeing store operations during evening hours, ensuring excellent customer service, maintaining store standards, supervising staff, and…
Added 4 mins ago
PF
Closing Store Manager
Pete's Fresh Market
Matteson, IL
- $20 to $22 USD / hour
The Closing Store Manager is responsible for overseeing store operations during evening hours, ensuring excellent customer service, maintaining store standards, supervising staff, and…
Added 4 mins ago
PF
Closing Store Manager
Pete's Fresh Market
Lemont, IL
- $20 to $22 USD / hour
The Closing Store Manager is responsible for overseeing store operations during evening hours, ensuring excellent customer service, maintaining store standards, supervising staff, and…
Added 4 mins ago
PF
Closing Store Manager
Pete's Fresh Market
Glen Ellyn, IL
- $20 to $22 USD / hour
The Closing Store Manager is responsible for overseeing store operations during evening hours, ensuring excellent customer service, maintaining store standards, supervising staff, and…
Added 4 mins ago
PF
Closing Store Manager
Pete's Fresh Market
Wheaton, IL
- $20 to $22 USD / hour
The Closing Store Manager is responsible for overseeing store operations during evening hours, ensuring excellent customer service, maintaining store standards, supervising staff, and…
Added 4 mins ago
PF
Closing Store Manager
Pete's Fresh Market
Willowbrook, IL
- $20 to $22 USD / hour
The Closing Store Manager is responsible for overseeing store operations during evening hours, ensuring excellent customer service, maintaining store standards, supervising staff, and…
Added 4 mins ago
PF
Closing Store Manager
Pete's Fresh Market
New Lenox, IL
- $20 to $22 USD / hour
The Closing Store Manager is responsible for overseeing store operations during evening hours, ensuring excellent customer service, maintaining store standards, supervising staff, and…
Added 4 mins ago
PF
Closing Store Manager
Pete's Fresh Market
Bridgeview, IL
- $20 to $22 USD / hour
The Closing Store Manager is responsible for overseeing store operations during evening hours, ensuring excellent customer service, maintaining store standards, supervising staff, and…
Added 4 mins ago
PF
Closing Store Manager
Pete's Fresh Market
Chicago, IL
- $20 to $22 USD / hour
The Closing Store Manager is responsible for overseeing store operations during evening hours, ensuring excellent customer service, maintaining store standards, supervising staff, and…
Added 4 mins ago
PF
Closing Store Manager
Pete's Fresh Market
Villa Park, IL
- $20 to $22 USD / hour
The Closing Store Manager is responsible for overseeing store operations during evening hours, ensuring excellent customer service, maintaining store standards, supervising staff, and…

Ascensus LLC

Client Relationship Manager, Client Services - Retirement

Remote, United States

Apply About employer

Applications open in a new tab.

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.

Apply About employer

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

Report this job