Ascensus

Relationship Manager

Ascensus

full-time

Posted on:

Location Type: Office

Location: Dresher • Florida • North Carolina • United States

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About the role

  • 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.
  • Coordinates plan compliance testing with the compliance team.
  • Participates in sales finals presentations and promotes cross-sell opportunities as needed.

Requirements

  • 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.
  • 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 communications skills both written and verbal.
  • Builds collaborative relationships.
  • Effective time management and organization skills.
  • Demonstrates initiative.
  • Forward thinking.
  • Fosters teamwork.
  • Results drive/oriented.
Benefits
  • 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 sponsors and intermediary 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.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
retirement plan administrationcompliance testing401(k)403bIRAdocumentationrecord keepingplan statements preparationclient support
Soft Skills
communication skillscollaborative relationshipstime managementorganization skillsinitiativeforward thinkingteamworkresults orientedadaptabilitypersonal growth
Certifications
Bachelor's degreeASPPACEBS