Jobs in the United States

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Added 1 min ago
Technical Writer / Business Analyst
Hathiant
Remote, United States
Ideal candidates will bring experience supporting federal IT programs, public-facing web applications, grants management systems, cloud-hosted environments, Agile/SDLC delivery, system…
Added 1 min ago
Director, Strategic Relationship Management
Onebridge Benefits Inc
Buffalo, NY
This role requires exceptional relationship management, problem solving, and project leadership skills. The ideal candidate thrives in dynamic environments, exercises sound judgement,…
Added 1 min ago
Systems Architecture Engineer
Torch Technologies, Inc.
Redstone Arsenal, AL
…Architecture Engineer to join a high-performing team supporting a DoD program analyzing and developing next-generation architecture for Rotorcraft and advanced Army aviation systems. This…
Added 1 min ago
SR MANAGER, WFM & SYSTEMS IMPLEMENTATION
CosmoProf
Plano, TX
Prepares communication including change management plans and strategic recommendations based on data analysis. Communicate program and business strategies effectively to all stakeholders,…
Added 1 min ago
Production Engineering Coordinator
Staff Management | SMX
Stratford, CT
…manufacturing? We are seeking a Production Engineering Coordinator to support the design, planning, and production of custom products from concept to completion. In this role, you'll…
Added 1 min ago
Computer Network Defense Analyst (EAIRS)
Horizon Industries
Columbus, OH
The JETS Program provides the full range of IT services, technical and management expertise that support applications, software, hardware, infrastructure, and systems, across the DLA IT…
Added 1 min ago
Computer Network Defense Analyst (EAIRS)
Horizon Industries
Columbus, OH
The JETS Program provides the full range of IT services, technical and management expertise that support applications, software, hardware, infrastructure, and systems, across the DLA IT…
Added 1 min ago
US Construction Expansion Sr Manager
GLOBALFOUNDRIES U.S. INC.
NY
…handover to operations. Reporting to the Director, Global Supply Management, this leader heads a dedicated program procurement team, serves as GF’s lead commercial authority on the Fab 8.2…
Added 2 mins ago
UO
Associate Director, Donor Stewardship
University of California, Irvine
Irvine, CA
- $73,800 to $86,000 USD / year
The Associate Director serves as the primary project manager for stewardship reporting and communications, ensuring projects are completed accurately, on schedule and in alignment with…
Added 2 mins ago
Student Program Advisor
University of California, Irvine
Irvine, CA
Under the general supervision of the Undergraduate Research Opportunities Program (UROP) Director, provides high quality advising and programming services to guide undergraduate students…
Added 2 mins ago
Senior Program Manager
Na Ali'i Consulting & Sales, LLC.
UNAVAILABLE
Project Management Professional (PMP), ITIL, or comparable program or IT service-management certification is preferred.
Added 2 mins ago
1
Senior Developer, Billing Platform
1Password
Remote, United States
- $153,000 to $214,000 USD / year
…highly available architecture that enables seamless subscription management, complex payment processing, and global financial compliance. From managing the intricate logic of the…
Added 2 mins ago
Contracting Specialist
B&A
Madison, AL
B&A is looking for a Contracts Specialist to support federal hardware integration and manufacturing programs. In this role, you’ll work with engineering, procurement, and program management…
Added 2 mins ago
Senior Network Engineer
Seattle University
United States
…to keep systems running smoothly. Provides backup firewall support. Works closely with IT teams and stakeholders to resolve issues, improve network performance, communicate updates, and…
Added 2 mins ago
IT Business Analyst (Remote)
Koniag Government Services
Albuquerque, NM
IT Business Analyst (ITBA) supports the Indian Health Service (IHS), with a primary focus on Identity and Access Management (IAM) program in a large enterprise environment. As part of a…
Added 3 mins ago
W
Associate Broker, L&C Casualty
WTW
Atlanta, GA
- $55,000 to $75,000 USD / year
The Associate Broker's primary responsibility is to support Brokers & Senior Brokers to effectively manage through the renewal process and deliver results for assigned clients. Day-to-day,…
Added 3 mins ago
Enterprise Architect
MANTECH
Stafford, VA
MANTECH seeks a motivated, career and customer-oriented Enterprise Architect to join our team in Stafford, VA to help support our current contract with the Marine Corps System Command…
Added 3 mins ago
Senior Manager, Executive Talent Management
CVS Shared Services Resources LLC
Hartford, CT
This role drives and organizes CVS Health's key executive talent processes by providing project and program support across VP+ talent strategy workstreams. The role consolidates complex…
Added 3 mins ago
Associate Case Manager-NDR (Cancer Care, FT, 40 Hours)
BMC Company 100
United States
Under the supervision of the Manager of the Cancer Center Patient Navigator program, the Associate Case Manager for the Cancer Care Center is responsible for providing advocacy and case…
Added 3 mins ago
Associate Case Manager, Sickle Cell
BMC Company 100
United States
Under the supervision of the Program Manager (or other qualified individual) the Associate Case Manager for the sickle cell program is responsible for providing advocacy and case management…
Added 3 mins ago
Senior Facilities, Engineering & Hard Services Manager
Novo Nordisk
Boston, MA
…leadership for facilities, engineering and integrated facilities management hard services supporting US research and development operations. Ensure reliable, safe and efficient facilities…
Added 4 mins ago
FTI Project Manager
Franklin Templeton
Stamford, CT · St. Petersburg, FL
8 to 12 years of related project or program management experience.
Added 4 mins ago
Operations Manager
SBM Management Services, LP
Indianapolis, IN
Directs supervisory management engaged in support of facilities programs.
Added 4 mins ago
Program Finance Analyst
CACI
Ashburn, VA · Ashburn
The Program Financial Analyst acts as the primary financial partner to program managers, overseeing all aspects of program financials - from budgeting and billing to forecasting and…
Added 4 mins ago
Financial Systems Principal
United Services Automobile Asn
Charlotte, NC
…influence the Chief Accounting Office's (CAO) technology strategy, project road map and daily support operations for a suite of financial systems including the Oracle Enterprise Reporting…

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 9, 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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