Relationship Manager (Qualified Plans)

Ascensus; United States; Remote; USD 65,000 - 90,000; Full time

Job summary

Ascensus is a leading technology and service platform powering retirement savings plans in the United States. The role focuses on delivering proactive client support, plan administration, and accurate communications for retirement plan sponsors and advisors.

Ideal candidates will have a business-related degree and 3–5 years in Retirement Services with strong MS Office skills, especially Excel. Travel around 10% is expected as part of client service and sales activities.

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 multiple channels (phone, letters, emails) to resolve requests quickly.
• Maintains proactive relationships with clients and advisors to enhance retention and engagement.
• Interprets plan documents for client plan administration.
• Calculates and communicates plan actions, answers inquiries, and prepares reports for plan sponsors.
• Assists plan sponsors and intermediaries with web-based applications and demonstrates web tools for financial advisors and plan sponsors.
• Coordinates payroll funding and distribution requests with clients.
• Coordinates plan compliance testing with the compliance team.
• Participates in sales presentations and cross-sell opportunities as needed.

Skills

MS Office

Excel

Education

Bachelor’s degree in business related field

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.