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Senior Client Relationship Manager, Retirement Plans
Job in
Appleton, Outagamie County, Wisconsin, 54914, USA
Listed on 2026-07-26
Listing for:
Ascensus
Full Time
position Listed on 2026-07-26
Job specializations:
-
Business
Client Relationship Manager
Job Description & How to Apply Below
Ascensus is seeking an experienced Relationship Manager to serve elite advisor plan clients and their financial advisors in the US. You will own client relationships, provide consultative support, and coordinate with internal teams to ensure retention and a high-quality service experience.
The role emphasizes proactive client focus, problem resolution, and cross-selling while leveraging MS Office tools and strong communication. Travel may be required.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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