Relationship Manager (Qualified Plans)

Ascensus; Pennsylvania; On-site; USD 45,000 - 65,000; Full time

Job summary

Ascensus is seeking a client-focused professional to support retirement plan clients through multiple channels, resolving requests and ensuring accurate plan administration. The role requires strong Excel skills and excellent communication to build trusted relationships with plan sponsors and advisors.

You will interpret plan documents, prepare statements, and assist with web-based demos of plan software. A business degree and MS Office proficiency are preferred; ASPPA/CEBS are a plus, with

Qualifications

• Bachelor’s degree in business related field or combination of education and industry experience
• Strong MS Office Skills with an emphasis in Excel
• Preferred ASPPA or CEBS

Responsibilities

• Provide client support via phone, letters, and emails to resolve requests.
• Interpret plan documents for client plan administration.
• Prepare plan statements and communicate plan information to clients.
• Assist with web-based applications and deliver demonstrations for advisors.

Skills

Customer service

MS Excel

Written and verbal communication

Time management

Team collaboration

Initiative

Relationship building

Education

Bachelor’s degree in business related field

Industry experience considered

Tools

MS Office

Web-based applications

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.

E SSE NTIAL F UNCTIONS 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

S UPERVISORY R ESP O NSIBILITIES ( NONE )

R E Q UIRED E DUCATION , E XPE RIENCE AND C E RTIFICATES , L ICENSES , R E G ISTRATIONS

• Bachelor’s degree in business related filed or combination of education and industry experience

• Strong MS Office Skills with an emphasis in Excel

P REFERRED ( BUT NOT REQUIRED ) E DUCATION OR SKILLS FOR THIS ROLE ARE

• Preferred ASPPA or CEBS

C O MPETENCIES

• 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%.

O THER 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.