Relationship Manager (Qualified Plans)

Ascensus; Florida; Sur place; USD 65 000 - 85 000; Plein temps

Résumé du poste

Ascensus is a leading technology and service platform powering savings plans across America. The role focuses on proactive client support, email and phone communication, and accurate interpretation of plan documents for daily plan administration.

The candidate will handle calculations, respond to inquiries, and coordinate reporting and compliance tasks within established policies. A strong Excel skill set and professional communication are essential.

Qualifications

• Bachelor’s degree in business or combination of education and industry experience.
• 3–5 years of total experience in Retirement Services, with emphasis in the daily 401(k) environment.
• Strong MS Office skills with emphasis in Excel.

Responsabilités

• Provide client support through multiple channels (phone, letters, emails) to resolve requests quickly.
• Proactively engage assigned clients and advisors to promote retention and strong relationships.
• Interpret plan documents for client plan administration and provide calculations and plan sponsor communications.
• Assist with web-based applications and deliver demonstrations for financial advisors and plan sponsors.

Connaissances

Client relations

Excel

Communication

Time management

Multi-tasking

Formation

Bachelor's degree in business

Outils

Excel

Description du poste

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.

• 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

REFERRED (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.