Relationship Manager (Qualified Plans)

Ascensus; Tallahassee (FL); On-site; USD 60,000 - 80,000; Full time

Job summary

Ascensus seeks a patient, detail-oriented Retirement Services professional in Florida to support clients through multiple channels and interpret plan documents for plan administration. You will handle calculations, fund actions, and specialized reports for plan sponsors while assisting advisors and customers.

The role emphasizes 3–5 years in retirement services, solid MS Office and Excel skills, and the ability to work in a fast-paced environment.

Qualifications

• Bachelor’s degree in business-related field 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.

Responsibilities

• Provides support to clients through a number of channels including phone, letters and emails to resolve requests quickly.
• Interprets plan documents for client plan administration and provides calculations and reports.
• Distributes web demonstrations for financial advisors and plan sponsors and assists with plan sponsor collaborations.

Skills

Bachelor degree eligibility

MS Office

Excel

Client communication

Time management

Education

Bachelor’s degree in business-related field

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.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 respondsto 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 neededS

UPERVISORY

R

ESP

O

NSIBILITIES

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NONE

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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
• 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 ExcelP

REFERRED

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BUT NOT REQUIRED

)

E

DUCATION OR SKILLS FOR THIS ROLE ARE

• Preferred ASPPA or CEBSC

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/orientedTRAVEL: 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.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 your website.