Ascensus

Client Services Representative

• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus.
• Consistently provide a high level of consultative client service while communicating and coordinating with clients and partners to address issues.
• Demonstrate a detailed knowledge of retirement plans and the Ascensus business.
• Coach and mentor others in all aspects of retirement plan and client relations.
• Successfully monitor and follow-up on assigned items; includes determining required action for resolution of client issues.
• Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle.
• Establish and maintain strong working relationships with dedicated clients and financial professionals.
• Participate in the management of vendor relationships on behalf of clients and partners.
• Deliver client retention by anticipating client’s needs, recommending changes or actions.
• Achieve individual and team goals for service levels, growth and retention for assigned book of business.
• Identify and document systematically “opportunity plans” working with Relationship Manager on a strategy to mitigate risk.
• Execute strategic plan to ensure retention and satisfaction of client and financial professional’s book of business.
• Responsible for proactive communication with the client and partners regarding all components of service delivery.
• Apply industry knowledge to all facets of retirement operations and service.
• Ensure that our commitments to our clients are met by proactively reviewing the status of assigned plans’ periodic activity.
• Educate client regarding plan features, product capabilities or Ascensus functionality and process.
• Develop ideas for improvement and provide feedback/solutions to plan sponsor and financial professional to minimize risk and improve process.
• Coach and mentor team members and provide feedback to the team manager for performance improvement purposes.
• Develop and maintain strong internal relationships across departments and locations.
• Act in the role as the subject matter expert on specific topics as needed.

Senior Retirement Service Consultant, Client Services – Retirement

Threat Intelligence Specialist

• Monitoring of all cybersecurity solutions including but not limited SIEM, EDR, Vulnerability Management, Network, FW / IPS, DLP, cloud for suspicious activities.
• Develop and maintain 24/7 SOC Tier 1 and Tier 2 cybersecurity SOP and playbooks.
• Monitor threat detection and response tools including but not limited to malware analysis, email analysis, application analysis (SAST/DAST monitoring), network analysis, domain intelligence, threat IOC and feeds, forensic analysis, and sandbox tools.
• Establish and embed key threat intelligence KPIs and reporting capabilities.
• Follow digital forensic program and process as directed.
• Execute IT incident response plan as directed.
• Assist in the performance of penetration testing and yearly managed service assessment.

Cyber Threat Analyst, IT – Security

Call Center Representative

• Design, develop, and maintain NICE inContact or CXone Studio scripts and call flows.
• Develop custom scripts and integrations using NICE CXOne Studio, with a focus on integrations with Salesforce, Microsoft Dynamics, and third-party systems via APIs.
• Lead the implementation and support of CCaaS (Contact Center as a Service) solutions.
• Develop and improve technical standards for development, including coding standards and best practices
• Conduct testing and validation to ensure performance, scalability and reliability of the platform
• Provide Tier 3 support and act as a subject matter expert for NICE inContact technologies.
• Work with internal and external stakeholders to translate business needs into requirements and deliver scalable solutions.
• Monitor system performance, troubleshoot issues, and ensure high availability.
• Maintain documentation, SOPs, and training materials for internal teams.
• Stay current with emerging technologies and recommend improvements to enhance the contact center experience.
• Participate in code reviews, testing, and continuous integration processes.
• Assist in estimating and planning throughout the software development life cycle.

Senior Contact Center Engineer

Account Manager

• Manage relationships for financial institution clients and the insurance portfolios
• Ensure client requests are fulfilled accurately and efficiently
• Present proactive solutions to the client
• Collaborate closely with reporting teams, application technology, consulting teams, and external advisors
• Maintain regular and frequent communication with clients and advisors
• Coordinate client meetings and discussions, both virtual and in person
• Assist with technical client issues and projects as needed
• Lead efforts to onboard new clients and coordinate internally
• Serve as the client and product resource and lead the service team in all reporting and service needs

Relationship Manager – BOLI

Project Manager

• Assist in facilitating projects from the line of business within the Product Delivery Team.
• Collaborate with team members to define project objectives and scope.
• Manage enterprise project requests for the line of business, ensuring accuracy and completeness.
• Maintain project documentation and track project progress against established timelines.
• Review projects as they emerge from development and are approved by User Acceptance Testing (UAT).
• Create detailed test plans outlining testing objectives, methodologies, and criteria.
• Perform system regression testing to ensure the functionality and integrity of business systems.
• Document and report any discrepancies or issues identified during testing procedures.
• Communicate project status updates, risks, and mitigation strategies to relevant stakeholders.
• Handle requests for new projects, overseeing the process from initiation to approval, ensuring they meet the line of business’s strategic objectives.
• Assist in gathering and analyzing data for project evaluation and reporting.
• Collaborate with stakeholders to ensure alignment between project deliverables and business requirements.
• Undertake additional tasks or responsibilities as delegated by the Product Delivery team members.

Project Coordinator

SDET

• Design, build, and maintain end-to-end test automation using Python and Playwright
• Establish and execute a repeatable, AI-assisted automation workflow (e.g., using Cursor) to generate tests quickly and consistently
• Integrate automated tests into CI/CD pipelines to enable continuous validation
• Collaborate with engineers and product teams to define testable acceptance criteria
• Develop and maintain API and integration tests
• Perform targeted exploratory testing where automation gaps exist
• Identify, document, and track defects through resolution
• Continuously improve test coverage, reliability, and execution speed

Software Development Engineer – SDET, IT Software Test Engineer

• Develop a thorough understanding of our business, products and services.
• Consistently deliver a high level of proactive client service in a professional manner.
• Develop effective working relationships with team and internal departments to deliver effective service for our clients.
• Provide thorough, high quality research, problem solving and issue resolution.
• Weigh client perspective and business needs when addressing issues and identifying potential solutions.
• Successfully identify, record, monitor, and close items for assigned clients.
• Ensure inquiries and issues are resolved and service levels are met.
• Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle.
• Help drive increases in client retention by reacting appropriately to client communications and activities.
• Achieve individual and team goals for service levels, growth and retention for assigned book of business.
• Prioritize activities and manage time to effectively and efficiently provide quality client service to our partners and clients.
• Respond to inquiries on the status of plan activity (compliance testing, quarterly statements, RMDs, etc.).
• Produce, analyze, and distribute reporting on a regular basis to achieve individual and team goals.
• Support the sales team in their efforts to attain more business. Provide references as requested.
• Perform other duties and participate in special projects as assigned.

Account Executive, Client Services – Retirement

Content Marketing Manager

• The Content Specialist will be responsible for content development, execution, and oversight of marketing campaigns and initiatives for the assigned line of business.
• Through consultation, creativity, and a focus on the user experience, this individual will be responsible for collaborating with marketing and business stakeholders to implement effective communications and crafting copy that drives business growth, client retention and desired outcomes.
• This includes developing content within Ascensus brand standards for a variety of touchpoints with a focus on writing for digital experiences such as web, email, video, and social media.
• Turn strategic initiatives and industry trends into tactical solutions
• Understand and assess business needs in order to craft clear, concise, and effective messaging
• Manage all aspects of complex communications, including content development, project planning, and the creation of multiple versions based on data, logic, and branding
• Create meaningful content leveraging AI tools that is clear, actionable, and engaging—converting leads to clients and turning clients into loyal fans
• Fluid in copywriting for a wide variety of marketing mediums across web, email, print, video scripting, presentations, articles, white papers and more.
• Use Microsoft office suite – Word, PowerPoint and Excel—as well as project management and CMS software tools to assist in the management of workflow, content, planning, and other marketing operations
• Participate in and adhere to quality control best practices related to proofreading, reviews, and securing approvals
• Measure effectiveness of communications using such methods as A/B testing
• 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.

Content Specialist, Client Communications

Full-stack Engineer

• Lead high-performing teams across engineering, QA, DevOps, Application Support, and data architecture.
• Partner closely with product, technology, and business leaders to deliver scalable, secure, and high-quality software solutions.
• Drive operational efficiency through lean practices and data-driven metrics.
• Promote a culture of continuous learning and inclusive leadership across all levels.
• Ensure consistent agile execution with clear sprint and release commitments across multiple teams.
• Champion quality assurance practices to ensure software products meet rigorous standards.
• Guide development of scalable, maintainable platforms aligned to enterprise architecture.

Vice President, Software Engineering and Development

Operations

• Determine participant eligibility throughout the plan year.
• Review and distribute enrollment materials in accordance with plan provisions.
• Approve distributions and loans on behalf of the plan sponsor.
• Review vesting and distribution campaigns annually.
• Ensure plan operations comply with the governing plan document and applicable regulations.
• Review, sign, and file Form 5500s; complete Form 5500 late deposit.
• Prepare and send out Summary Annual Reports (SARs), Annual Notices, and other year-end reporting notices.
• Complete data integrity reviews, force-out distributions, and plan enrollment reviews.
• Act as a primary point of contact for consultants, installation coordinators, payroll team, and FuturePlan associates regarding 3(16)-related inquiries.
• Archive all relevant communications for 3(16) access and signing authority records.
• Communicate significant issues or concerns to appropriate leadership in a timely and clear manner.
• Manage and optimize existing 3(16) processes; develop new procedures as needed.
• Lead and/or support the delivery of required annual notices and pre-filled census reporting.
• Oversee the proper completion of Required Minimum Distributions (RMDs), ERISA and Fidelity bond reviews, and maintenance of the fiduciary log.
• Ensure proper handling of Personally Identifiable Information (PII).
• Develop technical skills to serve as a Subject Matter Expert (SME) for designated processes.
• Provide direction and guidance to the team; mentor other team members as needed.
• Serve as Project Lead for high-priority projects and initiatives.
• Create and assist with project schedules, including defined scopes, objectives, and timelines.
• Contribute to decision-making and process improvement efforts across the 3(16) Operations Team.
• Support and maintain responsibilities associated with the 3(16) Plan Admin mailbox. 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.

Operations Specialist

Actuary

• Serve as the technical expert and project manager for the annual funding, accounting, and compliance requirements for defined benefit pension plans
• Leverage tools and resources to provide clients with innovative and effective solutions
• Assist in the development and delivery of quality client communication and deliverables in support of Senior Consultants
• Prepare and manage internal project deadlines
• Prepare, technically review, and serve as primary contact to clients on annual service offerings
• Review pension benefit calculations in accordance with plan provisions, Internal Revenue Code, ERISA, and other legal regulations