Client Relationship Manager, Client Services - Retirement

Ascensus

Full time Business Operations Specialists
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Location
Dresher, Pennsylvania, United States
Posted
July 04, 2026

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...

    • Job Details

    • Job Type
      Full time
    • Category
      Business Operations Specialists
    • Date Posted
      July 04, 2026
    • Application Deadline
      August 13, 2026