Relationship Manager (Qualified Plans)

Ascensus; Pennsylvania; On-site; USD 60,000 - 80,000; Full time

Job summary

Ascensus is the leading independent technology and service platform powering savings plans across America. The role involves supporting retirement plan clients, interpreting plan documents, and delivering accurate plan administration and reporting.

You will interact with clients and advisors, provide responsive service across channels, and contribute to the continuous improvement of processes and reporting through collaboration with cross-functional teams.

Qualifications

• Bachelor's degree in business or related field is required.
• 3-5 years of experience in Retirement Services, with emphasis in daily 401(k).
• Strong MS Office skills, especially Excel.

Responsibilities

• Provide client support via phone, letters, and emails to resolve requests quickly.
• Build pro-active relationships with clients and advisors to drive retention and engagement.
• Interpret plan documents for client plan administration.
• Provide calculations and communicate fund actions to plan sponsors; research and resolve inquiries.

Skills

Client support

Excel skills

Communication skills

Time management

Relationship building

Retirement plans

Attention to detail

Plan administration

Education

Bachelors 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.