Senior Retirement Plan Relationships Manager

Ascensus; Dresher (Montgomery County); On-site; USD 65,000 - 100,000; Full time

Job summary

Newport, an Ascensus company, seeks a seasoned professional to manage relationships for qualified defined contribution plans using our record-keeping platform. You will resolve escalations, document procedures, and identify opportunities for process improvements.

The role emphasizes proactive client engagement, collaboration with sponsors and advisors, and timely completion of reporting and meetings in a fast-paced environment.

Qualifications

• 5+ years of experience in a related retirement services role.
• Proficient in MS Office, including Excel.
• DST experience preferred.

Responsibilities

• Provides client support and customer service on day-to-day issues with clients by responding timely and effectively.
• Acts in a proactive manner with assigned clients and builds relationships to ensure retention.
• Works with Plan Sponsors, Brokers, Registered Investment Advisors, Trust Companies and other Third-Party Vendors, including auditors to respond to requests for specialized reports, communicate fund actions, consults on client inquiries and researches/resolves issues.
• May participate in final Sales presentations as well as prepare and facilitate client/advisor meetings when needed.
• Performs under pressure with minimal direction.
• Meets competing deadlines in a very fast paced, dynamic and demanding environment with a high degree of urgency and accuracy.

Skills

Communication

Independent

Time Management

Diplomatic

Problem Solving

Integrity

Analytical Thinking

Team Player

Planning & Organizing

Project Management

Results Driven

Education

Bachelor’s degree in business related field

Tools

MS Excel

Job description

Newport, an Ascensus company, seeks a seasoned professional to manage relationships for qualified defined contribution plans using our record-keeping platform. You will resolve escalations, document procedures, and identify opportunities for process improvements.

The role emphasizes proactive client engagement, collaboration with sponsors and advisors, and timely completion of reporting and meetings in a fast-paced environment.