Senior Retirement Plan Relationship Advisor

Ascensus; Pennsylvania; On-site; USD 90,000 - 120,000; Full time

Job summary

Ascensus is seeking a senior client relationship professional to serve elite advisor plan clients and their financial advisors. You will ensure exceptional service, coordinate with internal teams, and promote plan retention while identifying opportunities for expanded services.

Ideal candidates have 5+ years in retirement plan administration, strong regulatory knowledge, and proven communication skills. A focus on compliance and client education is essential in this role.

Qualifications

• Bachelor’s degree or equivalent experience.
• 5+ years in client service and retirement plan administration (MEP/PEP).
• In-depth knowledge of ERISA, IRS, and DOL regulations for MEP/PEP.
• Excellent communication and ability to translate regulatory concepts.
• Proficiency with retirement plan administration systems.
• Certifications such as QKA, QPA, CPC, or CRPS are a plus.

Responsibilities

• Serve as focal point for existing big and elite advisor plan clients and financial advisors.
• Coordinate with internal Ascensus departments to resolve issues for clients and professionals.
• Develop relationships with C-level decision makers for education and communication strategies.
• Cross-sell revenue opportunities and educate on products and services.
• Analyze client data and conduct outreach to strengthen relationships and share of wallet.

Skills

Client relationship management

Regulatory knowledge ERISA

Excellent communication skills

Analytical problem-solving

Retirement plan administration systems

Education

Bachelor’s degree in Business/Finance/HR or related field

Tools

Retirement plan administration systems

Job description

Ascensus is seeking a senior client relationship professional to serve elite advisor plan clients and their financial advisors. You will ensure exceptional service, coordinate with internal teams, and promote plan retention while identifying opportunities for expanded services.

Ideal candidates have 5+ years in retirement plan administration, strong regulatory knowledge, and proven communication skills. A focus on compliance and client education is essential in this role.