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Assistant Research Scientist, Joint Microscopy Laboratory
Texas A&M University Health Science Center
Bryan, TX
…and Luminosa microscopy systems, assisting with experimental design and sample preparation, and providing scientific guidance to facility…
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Assistant Director, Office of Research CON
Texas A&M University Health Science Center
Bryan, TX
…Director provides strategic advice on best practices in research design and development, research management, and the research…
Added 1 min ago
Display Builder
Floor and Decor Outlets of America, Inc.
Burlingame, CA
Design and build store product displays per the Department Manager in each department.
Added 1 min ago
Senior Special Operations Forces (SOF) SME
Seneca Holdings
Orlando, FL
Great Hill is seeking a Senior Special Operations Forces (SOF) Subject Matter Expert (SME) to support the Program Manager for Cyber Test and Training (PM CT2) specifically under the Product…
Added 1 min ago
Business Operations Executive
Brooks Automation US LLC
Chelmsford, MA
…demand-signal quality, product quality and delivery performance, design-in wins and bookings, gross margin, and program milestones - surfacing gaps early and driving them to…
Added 1 min ago
Senior Biomedical Engineer
USA-Medtronic MiniMed, Inc 1017
Northridge, CA
…technical insights into actionable improvements that influence the design and reliability of next-generation Continuous Glucose Monitoring (CGM) sensors. The role emphasizes structured…
Added 2 mins ago
A
Senior Mechanical Cost Manager
AtkinsRéalis
United States
- $130,000 to $160,000 USD / year
We are seeking a Senior Mechanical Cost Manager to join our team in Atlanta, GA.
Added 2 mins ago
AU
Senior Water Resources Alternative Delivery Lead
AtkinsRealis USA Inc.
United States
- $135,000 to $198,000 USD / year
…of major projects using alternative-delivery methods such as design-build, progressive design-build, construction manager at risk, public-private partnerships, or similar collaborative…
Added 2 mins ago
Senior Construction Manager
AtkinsRéalis
United States
We are seeking a Senior Construction Manager to join our team in Austin, TX. This position requires Korean-language proficiency as an essential function of the role.
Added 2 mins ago
Senior Project Manager
AtkinsRéalis
United States
The Senior Project Manager will support Direct and manage big scale and complex industrial manufacturing projects projects by leading and coordinating project execution from design…
Added 3 mins ago
Technical Manager I - PT
Syska Hennessy Group
Hamilton, NJ
We are seeking a Technical Manager I - PT to join our team in Hamilton, NJ. You will provide management review and control over multiple units of engineering work, (usually integrates…
Added 3 mins ago
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Benefits Program Manager - Retirement & ESPP (Hybrid)
AECOM
Charlotte, NC
- $80,000 to $110,000 USD / year
AECOM has an opening for a Benefits Program Manager - Retirement Plans to join our Global Benefits & Well-being team in our Dallas office or a hybrid work location. The role provides…
Added 3 mins ago
A
Benefits Program Manager - Retirement & ESPP (Hybrid)
AECOM
Boston, MA
- $80,000 to $110,000 USD / year
AECOM has an opening for a Benefits Program Manager - Retirement Plans to join our Global Benefits & Well-being team in our Dallas office or a hybrid work location. The role provides…
Added 3 mins ago
A
Benefits Program Manager - Retirement & ESPP (Hybrid)
AECOM
Tampa, FL
- $80,000 to $110,000 USD / year
AECOM has an opening for a Benefits Program Manager - Retirement Plans to join our Global Benefits & Well-being team in our Dallas office or a hybrid work location. The role provides…
Added 3 mins ago
A
Benefits Program Manager - Retirement & ESPP (Hybrid)
AECOM
Phoenix, AZ
- $80,000 to $110,000 USD / year
AECOM has an opening for a Benefits Program Manager - Retirement Plans to join our Global Benefits & Well-being team in our Dallas office or a hybrid work location. The role provides…
Added 3 mins ago
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Manager, Advisory - Housing, Real Estate, TOD Joint Development
AECOM
Los Angeles, CA
- $130,000 to $170,000 USD / year
Building from AECOM’s considerable expertise in infrastructure design and implementation, AECOM Advisory is a trusted adviser to senior level clients on their most pressing enterprise and…
Added 3 mins ago
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Manager, Advisory - Housing, Real Estate, TOD Joint Development
AECOM
Minneapolis, MN
- $130,000 to $170,000 USD / year
Building from AECOM’s considerable expertise in infrastructure design and implementation, AECOM Advisory is a trusted adviser to senior level clients on their most pressing enterprise and…
Added 3 mins ago
A
Manager, Advisory - Housing, Real Estate, TOD Joint Development
AECOM
Austin, TX
- $130,000 to $170,000 USD / year
Building from AECOM’s considerable expertise in infrastructure design and implementation, AECOM Advisory is a trusted adviser to senior level clients on their most pressing enterprise and…
Added 3 mins ago
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Manager, Advisory - Housing, Real Estate, TOD Joint Development
AECOM
Boston, MA
- $130,000 to $170,000 USD / year
Building from AECOM’s considerable expertise in infrastructure design and implementation, AECOM Advisory is a trusted adviser to senior level clients on their most pressing enterprise and…
Added 3 mins ago
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Manager, Advisory - Housing, Real Estate, TOD Joint Development
AECOM
Chicago, IL
- $130,000 to $170,000 USD / year
Building from AECOM’s considerable expertise in infrastructure design and implementation, AECOM Advisory is a trusted adviser to senior level clients on their most pressing enterprise and…
Added 3 mins ago
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Manager, Advisory - Housing, Real Estate, TOD Joint Development
AECOM
San Francisco, CA
- $130,000 to $170,000 USD / year
Building from AECOM’s considerable expertise in infrastructure design and implementation, AECOM Advisory is a trusted adviser to senior level clients on their most pressing enterprise and…
Added 3 mins ago
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Manager, Advisory - Housing, Real Estate, TOD Joint Development
AECOM
Seatlle, WA
- $130,000 to $170,000 USD / year
Building from AECOM’s considerable expertise in infrastructure design and implementation, AECOM Advisory is a trusted adviser to senior level clients on their most pressing enterprise and…
Added 3 mins ago
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Manager, Advisory - Housing, Real Estate, TOD Joint Development
AECOM
New York, NY
- $130,000 to $170,000 USD / year
Building from AECOM’s considerable expertise in infrastructure design and implementation, AECOM Advisory is a trusted adviser to senior level clients on their most pressing enterprise and…
Added 3 mins ago
Information Security Specialist - Cyber Resiliency
TD Bank, N.A.
Mount Laurel, NJ
…remediation or risk exception. The team will create auditable program documentation and report on program metrics and…
Added 3 mins ago
Sr. Manager Information Security – Cyber Resiliency
TD Bank, N.A.
Mount Laurel, NJ
The Senior Manager Information Security manages / leads a team of Technology Controls / Information Security experts in the development and/ or management of relevant strategies, programs,…

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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