Retirement Plans Relationship Manager - Qualified Plans

Ascensus; Pennsylvania; Presencial; USD 45 000 - 65 000; Tempo integral

Resumo da oferta

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

Qualificações

• 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

Responsabilidades

• 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.

Conhecimentos

Customer service

MS Excel

Written and verbal communication

Time management

Team collaboration

Initiative

Relationship building

Formação académica

Bachelor’s degree in business related field

Industry experience considered

Ferramentas

MS Office

Web-based applications

Descrição da oferta de emprego

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