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Network Infrastructure Engineer II
Akamai Technologies, Inc.
Salt Lake City, UT
- $83,200 to $149,800 USD / year
…and retire equipment. We look after hardware infrastructure management, including cabinet planning, equipment tracking, documentation, and firmware…
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Engineer I
SPECTRAFORCE TECHNOLOGIES INC
SALT LAKE CITY, UT
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Cognizant
Salt Lake City, UT
- $138,000 to $162,000 USD / year
…States/Canada . Regardless of your working arrangement, we are here to support a healthy work-life balance through our various wellbeing programs. The working arrangements for this role are…
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Salt Lake City, UT
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SitusAMC
Salt Lake City, UT
…workflows, Agile delivery, security controls, reporting, and user…
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- $150,000 to $180,000 USD / year
Manage project and program status reporting for both internal and external stakeholders, including executive-level communications.
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Trainer I - Remote
Maximus
Salt Lake City, UT
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University of Utah
Salt Lake City, UT
…improve outcomes across the Mountain West. Learn more about the…
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Analyst, Product Support
SitusAMC
Salt Lake City, UT
Performs Testing of Inhouse Applications for Project and Support-related activities
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On-Call Grant Writer - K12 Education
FranklinCovey
Salt Lake City, UT
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…federal agencies. This role requires excellent writing skills, project management abilities, and a deep understanding of educational funding…
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Project management and advanced presentation skills.
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Salt Lake City, UT
…innovate, design, simplify and translate technology to equitably support the Intermountain Health mission and vision. The role is responsible to independently perform workflow and system…
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Manager Database Administrator - Remote US
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Salt Lake City, UT
…eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the…
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Senior Director, Global Clinical Development Psychiatry and Neurology
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…investigators or consultants). While not essential, prior personnel management experience will support position at entry (Associate Director/Director/Senior…
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Technical Program Manager - Child Safety (Legal)
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Define technical program strategy, build plans with technical dependencies, and balance trade-offs to deliver desired outcomes in support of the holistic child safety program vision
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Sr Technical Project/Program Manager
Eliassen Group
Salt Lake City, UT
- $48 to $53 USD / hour
Our client seeks a Sr Technical Project/Program Manager to lead a complex, multi-year Workday migration for affiliates covering benefits, payroll, learning, recruiting, HR, and finance. The…
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EG
Operations - Process Manager - Sr
Eliassen Group
Salt Lake City, UT
- $55 to $65 USD / hour
Drive the Intent = Execution framework by coordinating script identification, risk assessment, validation, and uplift to meet defined project timelines.
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Safety Manager
NexCore
Essex Junction, VT
- $70,000 to $90,000 USD / year
Alliance Group is seeking a dedicated Safety Manager to join our team and support the continued development of a strong, organization-wide safety culture. As Safety Manager, you are…
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Sr. Manager, S&O, US P&A
eBay
San Jose, CA
We are looking to hire a Senior Manager of Strategy and Operations, located in San Jose, CA who will support the eBay P&A leadership team and play an instrumental role in accelerating…

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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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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