Client Relationship Administrator

Section 1: Position Summary

The Client Relationship Administrator (CRA) will be responsible for supporting the Relationship Manager (RM) with various facets of the Government Savings plan relationships.  This includes 529 Direct college savings plans, 529 Advisor plans, ABLE, Prepaid and/or SFRP (State Facilitated Retirement Plan) programs.  Operational support functions include the management and coordination of Meetings, Reporting, Updates and Workflow.   

Section 2: Job Functions, Essential Duties and Responsibilities

Client Relations

• Develop and maintain relationships with clients and key partners
• Support the Relationship Management team and overall plan goals
• Serve as a first line contact for client questions and requests
• Remain responsive and attentive to client needs
• Maintain responsibility of all operational aspects of your assigned plans
• Serve as a plan liaison with internal departments including, but not limited to: Relationship Management, Client Services, Legal, Compliance, Marketing, Reporting, Product Owners, Business Analysts, IT & Development
• Maintain expertise on all aspects of client and plan relationships ranging from enhancements, changes, and other key initiatives
• Be an active and positive member of the Relationship Management team

Meetings

• Manage agenda for weekly client status meetings
• Track open items and facilitate calls as needed
• Coordinate the management of project initiatives
• Coordinate as necessary any partner and key stakeholder meetings
• Travel to attend and/or support key offsite client meetings

Reporting

• Produce all state required reports with 100% accuracy
• Prepare quarterly, annual and Board related PowerPoint presentations.  
• Plan and prepare for Due Diligence meetings and support plan audits
• Review quarterly statements for accuracy and consistency
• Review and deliver Service Level and Ad-hoc reports as necessary

Updates

• Oversee the implementation of any plan related updates, changes or enhancements
  • Forms, Web, Supplements, Program Descriptions

Workflow

• 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.
• Our I-Client service philosophy and our 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 for our organizational culture.  

Supervision  

• N/A

Section 3:  Experience, Skills, Knowledge Requirements

The position will be office-based in Newton, MA or Warwick, RI.  The job-profile is currently identified as “hybrid” allowing for partial home-based or remote work, with the expectation that in-office meetings will be periodically required.  

• Bachelor’s Degree preferred
• A minimum of 2 years’ experience in the Financial Services industry, preferably in Operations, Client Service and/or Account Management   
• Excellent organization and project management skills
• Excellent communication and interpersonal skills, with strong team orientation
• 529 investment product and/or operations knowledge preferred
• Proficient in all MS Office applications

We are proud to be an Equal Opportunity Employer

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