Senior Retirement Plan Client Relations Lead

Ascensus LLC; Florida; Hybrid; USD 85,000 - 125,000; Full time

Benefits offered by this job

Medical, dental & vision benefits

Health Savings Account

401(k) & 529 college savings match

Tuition reimbursement

Paid time off

Volunteer and charitable-giving

Business casual dress

Job summary

Ascensus, via FuturePlan, seeks a client service professional to be the primary contact for big advisor plan clients and their financial advisors. You will coordinate with sales, service, and operations to ensure a high-quality experience and plan retention.

Responsibilities include protecting confidential data, simplifying regulatory details for clients, and identifying cross-sell opportunities while maintaining strong relationships with key plan sponsors and professionals.

Qualifications

• Minimum 5+ years in client service and retirement plan administration.
• Deep knowledge of ERISA, IRS, and DOL regulations as they relate to MEP/PEP.
• Ability to translate regulatory/procedural information into clear concepts.
• Proficiency with retirement plan administration software and tools.

Responsibilities

• Serve as focal point for existing advisor plan clients and financial advisors to ensure service excellence.
• Coordinate with sales, service and operations to support plan retention and growth.
• Protect confidential data and ensure compliance in all interactions.
• Develop education strategies and cross-sell opportunities with plan sponsors and professionals.

Skills

Excellent communication

Analytical thinking

Problem solving

Regulatory awareness

Education

Bachelor’s degree or equivalent experience

Tools

Retirement plan admin systems

Regulatory compliance tools

Job description

Ascensus, via FuturePlan, seeks a client service professional to be the primary contact for big advisor plan clients and their financial advisors. You will coordinate with sales, service, and operations to ensure a high-quality experience and plan retention.

Responsibilities include protecting confidential data, simplifying regulatory details for clients, and identifying cross-sell opportunities while maintaining strong relationships with key plan sponsors and professionals.