Ascensus

Client Services Representative

• Lead with vision and adaptability, inspiring teams to embrace change and deliver superior results.
• Drive transformation in onboarding processes by leveraging data and technology to eliminate barriers and accelerate readiness.
• Develop and execute an annual business plan aligned with strategic objectives, ensuring clarity and measurable impact.
• Champion a results-oriented culture, using KPIs and client feedback (NPS, satisfaction scores, timing metrics) to continuously improve performance.
• Build strong relationships with stakeholders to ensure alignment and collaboration across functions.
• Align priorities to maximize client experience, revenue growth, retention, and scalability.
• Own budget planning and ensure financial discipline while supporting innovation and growth.
• Accountable for project management teams that onboard new and existing relationships onto Ascensus’ core record keeping and ancillary platforms.
• Enhance speed of organizational readiness and preparedness with products, services, and client demand.
• Foster an environment that reflects our Core Values: People Matter, Quality First, and Integrity Always®.
• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
• Inspire and empower leaders to navigate complexity and deliver transformational outcomes.
• Provide coaching and mentorship to develop leadership capabilities and future-ready talent.
• Promote accountability and continuous improvement through transparent communication and actionable feedback.
• Actively engage with associates to enhance satisfaction and performance, turning insights into tangible results.
• Motivate, lead and support all teams in monitoring and achieving both project based and daily production commitments, SLA and metrics as well as workflows in order to meet service commitments.

Head of Transition Services – Client Services, Onboarding, MEP, PEP

Risk

• Identify and analyze new and emerging patterns of fraud and work with internal and external stakeholders to implement new controls.
• Assess fraud prevention and detection controls, processes and technology and define and create long term strategies to ensure adequate solutions are in place to mitigate fraud loss without negative impact to the customer experience.
• Interface with internal technology team and third-party service provider to drive platform enhancements including enhancements to advanced analytics and machine learning capabilities.
• Build and sustain relationships with subject matter experts in state, local, and federal law enforcement as well as partners.
• Using automated platform and various reporting mechanisms, monitor accounts and transactions for fraudulent activity through anomalies in behavior and pattern recognition.
• Work with cross-functional teams across Ascensus for collaboration on fraud risks and investigations and communicate findings with internal and external stakeholders.
• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
• Assist with other tasks and projects as assigned

Fraud Investigator, ACS Risk Management

Consultant

• Serve as a resource to plan sponsors and financial advisors for ERISA compliance
• Provide exceptional customer service, including problem solving
• Assist clients with plan design and document needs
• Complete/Assist with payroll processing as required
• Accountable for all aspects of valuation reports and annual testing

Retirement Plan Consultant, ASC Experience Required

Full-stack Engineer

• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus
• Analyze, implement, test, document and maintain new and current software applications with minimal oversight
• Assist in estimating and planning throughout the software development life cycle
• Support people and process improvement strategies for the organization
• Assist with other tasks and projects as assigned

Associate Software Engineer

• Oversee the organizational structure and service model ensuring consistency, efficiency, and alignment with business goals
• Own enterprise level client satisfaction outcomes, including NPS, survey feedback, team performance, and overall experience quality
• Ensure accurate and timely execution of core 401(k) plan operations, including compliance testing, 5500 filings, year end readiness, and participant processes
• Lead major transformation efforts to improve scalability and client experience
• Coach and develop leaders and high potential associates; build clear career paths and training programs
• Manage key performance indicators (KPIs) across service delivery

Vice President, Client Service Management – Retirement Services

Fraud Investigator, Risk Management

Financial Planning and Analysis

• Responsible for financial analysis including recurring monthly reporting as well as projects.
• Research and document expense variances for monthly reporting.
• Assist business leaders with calculations and expense review for the Annual Operating Budget.
• Prepare board package reports for the annual Operating Budget.
• Ad hoc analysis as requested by senior finance leadership.
• Prepare business expense and profitability studies to assist business in pricing and expense decisions.
• Assist with other tasks and projects as assigned

Senior Financial Analyst, Financial Planning & Analysis

Compliance

• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
• Answer inbound phone calls from our clients to provide compliance and operational assistance related to IRA, HSA, ESA and other account types as necessary.
• Process death claims and miscellaneous forms related to the death claim process for our client’s deceased IRA, HSA or ESA account owners.
• Take advantage of opportunities to identify and cross-sell other Ascensus products – Maintain basic knowledge of all products and services offered throughout Ascensus, and any new products introduced within the market place that would benefit our clients.

Compliance Servicing Specialist

Backend Engineer

• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus.
• Analyze, implement, test, document and maintain new and current software applications.
• Assist in estimating and planning throughout the software development life cycle.
• Support people and process improvement strategies for the organization.
• Assist with other tasks and projects as assigned.

Associate .Net Software Engineer

Account Executive

• Facilitate the growth of new relationships and business for FuturePlan.
• Drive sales with financial professionals and strategic alliance platforms to meet assigned sales goals.
• Coordinate sales activities for key Plan Sponsor relationships.
• Work with Internal and External Sales Consultants to drive sales and marketing.
• Establish and maintain productive working relationships with Financial Advisors.
• Remain current on industry, technical and product knowledge.

VP, Sales Consultant

Account Manager

• Work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors
• Relationship management for these plan accounts and financial advisors ensuring a successful service experience, product enhancements and plan retention
• Providing consultative advice and support as a dedicated contact to ensure execution of coordinated strategies to support the plan client and their financial professional
• Promote plan retention via ownership, troubleshooting and problem resolution resulting in the prevention of escalated service issues associated with assigned accounts
• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients
• Consistently demonstrate a superior level of proactive client focus and team work
• Leverage industry knowledge to promote client satisfaction, leading to retention and organic growth
• Develop strong working relationships with daily client contacts
• Provide ownership for the resolution of issues escalated by clients and financial professionals
• Act as an internal advocate for clients and financial professionals by coordinating with internal Ascensus departments
• Review existing book of business to identify plan retention and create strategy for non-elite advisors
• Develop relationships with C-level decision makers for assigned accounts to develop education and communication strategies
• Cross-sell revenue opportunities, educate financial professionals/plan sponsors regarding, products, processes and services
• Compile data, track communications, escalations and offer solutions to enhance the Ascensus experience by optimizing plan design and promoting product features and services
• Lead and/or participate in projects that create additional value for existing relationships
• Compile and analyze data associated with clients and financial professionals and conduct outreach activities including call campaigns to build/strengthen existing relationships and gain share of wallet
• Maintain proficiency with multiple partner products and Ascensus’ proprietary products to effectively manage key relationships across these platforms
• Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function

Client Relationship Manager

Inside Sales

• This position is responsible for assisting Sales Consultants with expanding their business opportunities within an assigned territory.
• The role of the Internal Sales Consultant would include providing plan sponsors and Financial Advisors with product awareness, plan design, technical support and the completion of plan installation calls.
• The Internal Sales Consultant strengthens the relationships with our partners’ external wholesalers and sales desk.
• Communicate and drive activity to develop new and cultivate existing partnerships within our institutional and business to business channels including advisors, wholesalers, DCIO, clients and prospects.
• Generate sales calls/close meetings for Sales Consultant to attend.
• Work closely with supervisor to implement campaigns to help grow business within territory (i.e., blast email, drip campaign, etc.).
• Manage lead data bases and CRM to generate new leads and prospects.
• Help coordinate, support and facilitate advocacy for local industry events to expand relationship building, increase education, share knowledge, and drive new business.
• Leverage FuturePlan’s investment in innovative and best in class tools, resources, training, and industry expertise to manage business opportunities and increase proposal activity to expand our brand and services among our business communities.
• Support the Sales Consultant team by enhancing productivity and accessibility to positively influence overall sales effectiveness by establishing a model of proactive engagement with influencers.
• Help create a team environment among the sales organization and to progress toward becoming a valuable and accessible extension of the sales consultant.
• Provide plan design consultation support and be able to identify areas of opportunity for business partners to close more business.
• Partner with onboarding team to enhance the customer experience during the sales process at various stages including paperwork, client documentation, and plan design consultations to help efficiently bring in new plans.
• Performs other duties and special projects as assigned.

Internal Sales Specialist

• Utilize advanced AI capabilities to enhance software development processes
• Analyze software requirements and implement software changes
• Drive innovation on the Scrum team by leading technical research initiatives
• Collaborate with team members and participate in all Scrum ceremonies
• Establish alignment with the Product Owner on application architecture
• Act as a role model, coach, and mentor for team members
• Analyze and troubleshoot complex errors in software applications
• Protect and handle all confidential data held by Ascensus
• Assist with testing and written descriptions of application software changes
• Demonstrate our I-Client service philosophy and Core Values

Principal Software Engineer

• Motivate, lead and support team members to provide excellent customer service
• Participate in the hiring process by conducting interviews and evaluating candidates
• Provide team members with substantive, periodic feedback on performance
• Monitor service levels and telephone calls productivity
• Review and act upon daily production reports
• Plan and organize workflow to meet service commitments
• Produce weekly/monthly production reports
• Develop staffing strategies for appropriate allocation of resources
• Coordinate training and instruction of new associates
• Develop staff on industry knowledge and professional development
• Develop workflow alternatives that will streamline the production process
• Perform other duties and special projects as assigned
• Responsible for protecting and handling all confidential data held by Ascensus

Client Services Manager

DevOps Engineer

• Lead design, implementation, and optimization of CI/CD pipelines using modern tools and DevOps best practices.
• Architect and maintain scalable, resilient, cloud-based infrastructure (AWS preferred).
• Implement Infrastructure as Code (IaC) standards using tools like Terraform.
• Enhance observability, monitoring, and alerting systems to improve reliability and reduce operational toil.
• Partner with Dev, SRE, Architecture, and QA teams to support feature delivery, performance, and system stability.
• Drive automation across build, deployment, configuration, and environment management workflows.
• Evaluate emerging tools, patterns, and practices to keep AGS on the cutting edge of DevOps maturity.
• Provide mentorship and technical leadership to DevOps engineers and cross-functional partners.
• Support production environments, including on-call participation as necessary.