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Client Relationship Manager, Client Services - Retirement

Ascensus
Full time United States, Pennsylvania Business Operations Specialists
Posted:
June 12, 2026
Location:
United States, Pennsylvania, United States

Job Description

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 coord...

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    Job Overview

    Job Type: Full time
    Location: United States, United States
    Posted: June 12, 2026
    Deadline: July 22, 2026