Client Relationship Consultant

Future Plan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. Future Plan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast.

The Future Plan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry’s largest in-house ERISA teams. Learn more at

Manage client services and relationships to create “raving fan” clients that rate us a 4.5 out of 5 on the annual client survey, pay us quickly and are profitable.

You are an outstanding colleague by working with others within Client Services, and other teams (e.g., Compliance, Investment Services, Marketing & Sales and Operations) within the guidelines outlined by the Core Values of Ascensus.

• 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.
• Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.

• Achieve above 4+ average ratings on client survey forms. Maintain a good relationship with each client.
• Retain all existing profitable clients and prevent attrition of this type of client.
• Work to improve profitability of non-profitable clients by increasing fees or helping them find a new consulting firm.
• Complete Annual Client Review form for all clients, with a formal conference call or face-to-face meeting. Make a point of going through the exercise to make sure that you have addressed all items on the client review form on an annual basis.
• Watch for changes of the clients’ needs and expectations.
• Watch for changes taking place within clients’ firm.
• Be the main contact for our clients, advisors, CPAs and attorneys who are involved with the plans for strategic plan issues.
• Be the first to be contacted by a client when they have consulting/strategic issues regarding the plans.
• Identify and define clients’ problems. Listen for problems that client is facing and find a way to provide appropriate solutions for them.
• Seek out consulting opportunities by always look for opportunities to provide additional services and consulting to clients and bill for the services.
• Be proactive and contact clients regarding upcoming events or issues, including changes at vendors and changes in the law and regulations that may affect their plans and let them know that you are thinking about them at all times.

• Achieve above 4+ average ratings on internal timeliness survey form.
• Work with an assigned Specialist(s) to get Normal Recurring Services done within our service standards (e.g., six weeks for completing IRS testing, etc.).
• Follow-up data, trust, documents etc. necessary to complete the work in a timely fashion and minimize rushes.
• Assign appropriate tasks in Workflow and manage due dates with clients and specialists.
• Work with assigned Specialist and/or Compliance Team subgroups (e.g., loan and withdrawals, plan documents, etc.) to get Other Services done by agreed upon due date with client.
• Have the agreed upon number of face-to-face client meetings each year. Promote meetings by calling on clients to see if they can meet with you at our office or theirs. Offer them lunch, if appropriate.
• Provide answers and solutions to problems that Specialists encounter. Address the issues right away, do not create work bottleneck for other team members working on your clients.
• Delegate administrative functions of the daily routine and manage the work delegated to your administrative…