🌿 Back to all jobs
🥝 Client Relationship Manager
Ascensus | Dresher, United States | Posted June 07, 2026
Job Description
Essential Functions
.
Provides client support and customer service on day-to-day issues with clients by responding timely and effectively either orally or via written communicationActs in a pro-active manner with assigned clients and builds relationships to ensure retentionWorks with Plan Sponsors, Brokers, Registered Investment Advisors, Trust Companies and other Third-Party Vendors, including auditors to respond to requests for specialized reports, communicate fund actions, consults on client inquiries and researches/resolves issuesMay participate in final Sales presentations as well as prepare and facilitate client/advisor meetings when neededPerforms under pressure with minimal directionMeets competing deadlines in a very fast paced, dynamic and demanding environment with a high degree of urgency and accuracyFocuses on learning in everyday activities and eventsCollaborates with and openly shares knowledge with...