Relationship Manager (Qualified Plans)

Ascensus; Northern (KY); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Ascensus is seeking a Client Services professional in Kentucky to provide pro-active support to retirement plan clients across channels. You will interpret plan documents, perform calculations, and prepare reports for plan sponsors, ensuring accurate and timely service delivery.

Through collaboration with advisors and internal teams, you will resolve inquiries, demonstrate web-based tools, assist with payroll items, and help coordinate plan compliance testing, travel up to 10% as needed.

Qualifications

• Bachelor's degree in business or related field or equivalent combination of education and experience.
• 3–5 years of total experience in Retirement Services, with emphasis in daily 401(k), 403(b) or IRA.
• Strong MS Office skills with emphasis on Excel.

Responsibilities

• Provides support to clients through multiple channels (phone, letters, emails) to resolve requests.
• Pro-actively engage with clients/advisors to retain and strengthen relationships.
• Interpret plan documents for client plan administration.
• Provide calculations and reports to plan sponsors; respond to inquiries and resolve issues.
• Assist with web-based applications and deliver demonstrations for advisors and sponsors.
• Coordinate payroll item corrections and plan distributions.
• Coordinate plan compliance testing with the compliance team.
• Support sales efforts and promote cross-sell opportunities as needed.

Skills

Customer service

Retirement plans

MS Excel

Client communication

Education

Bachelor's degree in business

Tools

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.

• 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.

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.