Qualified Relationship Manager - Newport

Ascensus; Town of Texas (WI); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, dental & vision benefits

Health Savings Account with employer贡献

401(k) & 529 college savings match

Paid time off

Professional development and tuition

Job summary

Ascensus is a leading platform powering savings plans across America, delivering client support, documentation, and record keeping for retirement plans. You will interpret plan documents, perform calculations for sponsors, and assist with web demonstrations for advisors and sponsors.

The role emphasizes proactive client interaction, accuracy, and teamwork in a fast-paced environment, with travel up to 10%.

Qualifications

• Bachelor’s degree in business-related field.
• 3–5 years of experience in Retirement Services with 401(k)/403(b/IRA focus.
• Strong MS Office skills with emphasis on Excel.

Responsibilities

• Provides support to clients through phone, letters, and emails to resolve requests.
• Interacts with clients and advisors to ensure retention and engagement.
• Interprets plan documents for client plan administration.
• Provides calculations and reports to plan sponsors and answers inquiries.
• Delivers web demonstrations for financial advisors and plan sponsors.
• Coordinates plan compliance testing with the compliance team.
• Supports sales finals presentations and promotes cross-sell opportunities.

Skills

Communication skills

Time management

Relationship building

Initiative

Teamwork

Education

Bachelor’s degree in business related field

Tools

Excel

MS Office

Job description

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Provides pro-active service and communications to retirement plan clients. This includes providing client support, documentation and record keeping, preparation of plan statements, communication of plan information to client, and assists with the modification and enhancement of plan administration processes, within the limits of established policy. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

ESSENTIAL FUNCTIONS

• Provides support to clients through a number of channels including phone, letters and emails to quickly resolve the request
• Acts in a pro-active manner with assigned clients and advisors to ensure retention as well as inspire client dedication and engagement to develop positive relationships
• Responsible for interpreting plan documents for client plan administration.
• Provides calculations and amounts to plan sponsors, communicates fund actions, consults with clients to answer inquiries, researches and resolves issues, provides legal updates, and responds to requests for specialized reports
• Assists plan sponsor and intermediaries on the utilization of web-based applications and delivers web demonstrations for financial advisors and plan sponsors.
• Works with clients to correct and fund payroll items and manages distribution requests.
• Coordinates plan compliance testing with the compliance team.
• Participates in sales finals presentations and promotes cross-sell opportunities as needed

SUPERVISORY RESPONSIBILITIES

• (NONE)

REQUIRED EDUCATION, EXPERIENCE AND CERTIFICATES, LICENSES, REGISTRATIONS

• Bachelor’s degree in business related filed or combination of education and industry experience
• 3-5 years of total experience in Retirement Services, with emphasis in the daily 401(k) environment, 403b or IRA areas
• Strong MS Office Skills with an emphasis in Excel

PREFERRED (BUT NOT REQUIRED) EDUCATION OR SKILLS FOR THIS ROLE ARE

• Preferred ASPPA or CEBS

COMPETENCIES

• Thrives in a fast-paced environment
• Embraces personal growth and wants to be challenged in deadline-driven and multi-component environment
• Excellent communication skills both written and verbal
• Builds collaborative relationships
• Effective time management and organization skills
• Demonstrates initiative
• Forward thinking
• Fosters teamwork
• Results drive/oriented

TRAVEL

• 10%

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. Ascensus helps millions of people save for a better future. What makes any career at Ascensus so rewarding? Collaborative, idea-sharing environment Professional Development with in-house training and tuition reimbursement Generous reward programs Paid time off Medical, dental & vision benefits Health Savings Account with employer contribution up to $1,100 401(k) & 529 college savings match programs Volunteer and charitable-giving programs Business casual dress