Jobs in the United States

25+ jobs

Save this search

Added 1 min ago
SR MANAGER, WFM & SYSTEMS IMPLEMENTATION
CosmoProf
Plano, TX
As our Sr. Manager, WFM and Systems Implementation, you will play a critical role in delivering on our strategic business initiatives aimed at creating a seamless and hassle-free associate…
Added 1 min ago
US Construction Expansion Sr Manager
GLOBALFOUNDRIES U.S. INC.
NY
The US Construction Expansion Senior Manager will lead all procurement for GF’s new Fab 8.2 expansion in Malta, New York, from early works and design through EPC/construction, tool install…
Added 1 min 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
Senior Program Manager
Na Ali'i Consulting & Sales, LLC.
UNAVAILABLE
Nakupuna Companies is seeking a Program Manager (PM) to lead an integrated team supporting a Business & IT Support requirement in Patuxent River, MD. The PM will lead enterprise IT service…
Added 2 mins ago
1
Senior Developer, Billing Platform
1Password
Remote, United States
- $153,000 to $214,000 USD / year
- Work with your teammates and project manager to communicate technical requirements to stakeholders and solve technical problems in a scalable and realistic way
Added 2 mins ago
Senior Network Engineer
Seattle University
United States
SolarWinds Network Performance Monitor (NPM) and Network Configuration Manager (NCM).
Added 2 mins ago
IT Business Analyst (Remote)
Koniag Government Services
Albuquerque, NM
…with a primary focus on Identity and Access Management (IAM) program in a large enterprise environment. As part of a multi-functional team and acting independently, the ITBA gathers and…
Added 2 mins ago
Retail Designer
AEO
NY
REPORTS TO: Manager - Retail Design, American Eagle
Added 3 mins ago
R
Construction Services Manager - Remote (Southern CA42326)
RealManage
San Diego, CA
- $130,000 to $150,000 USD / year
Draft comprehensive scopes of work for various construction projects, ensuring all aspects of the project are covered and aligned with client goals.
Added 3 mins ago
Superintendent (Traveling) (All Levels)
Consigli Construction
Houston, TX · Dallas, TX · Sweetwater, TX · Abilene, TX · Fort Worth, TX · San Antonio, TX
The Superintendent will provide overall administrative and technical management at the construction project site. This role will manage all on-site construction activities including,…
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
The Senior Facilities, Engineering & Hard Services Manager will provide strategic leadership for facilities, engineering and integrated facilities management hard services supporting US…
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
The Operations Manager - Site will be responsible for directing company programs and implementing company policy to ensure total compliance with contract duties between company and customer.
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 5 mins ago
UO
Medical Assistant - Occupational Health Unit - Full Time 8 Hours Day shift (7:00 AM to 3:30 PM) (Non-Union, Non-Exempt)
University of Southern California- HS
United States
- $23 to $35.55 USD / hour
- Full-time
Instructs all patients to sign-in, schedules physical exams, follow-up appointments, answers phones, data entry, project support to the department, practices customer service standards,…
Added 5 mins ago
SR MANAGER, WFM & SYSTEMS IMPLEMENTATION
Sally
Plano, TX
As our Sr. Manager, WFM and Systems Implementation, you will play a critical role in delivering on our strategic business initiatives aimed at creating a seamless and hassle-free associate…
Added 5 mins ago
NPI Engineering Intern
KLA Corporation
Milpitas, CA
Lead multi-functional team (project manager) to meet key milestones, while meeting project requirements.
Added 5 mins ago
Senior Technical Program Manager
CAI Cox Automotive Corp Svcs., LLC
Atlanta, GA · Austin, TX
The Senior Program Manager role manages complex, high-risk technical IT and Operations programs or projects of strategic importance to the organization. This role oversees project…
Added 5 mins ago
Associate Manager, Displays
Wella
CA
…we are looking for a hands-on, enthusiastic Retail Display Project…
Added 6 mins ago
Site Safety Supervisior
Harris Mountain West, LLC (Ogden)
United States
…training, and ongoing supervisor safety programs, while supporting project manager safety training…
Added 6 mins ago
QA/QC Specialist
Harris Mountain West, LLC (Ogden)
United States
Assist in the administration of project specific quality control program and compile documentation.
Added 6 mins ago
CoMET Laboratory Manager
Raba Kistner Inc.
Dallas, TX
Raba Kistner, Inc. is a premier Engineering Consulting and Program Management firm. Our purpose is to build a better and more sustainable world for our employees, their families, our…

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 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.

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