Qualified Relationship Manager

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.

• 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 sponsor and intermediaries 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

(None)

• 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

• Thrives in a fast‑paced environment
• Embraces personal growth and wants to be challenged in deadline‑driven and multi‑component environment
• Excellent communication skills both written and verbal
• Builds collaborative relationships
• Effective time management and organization skills
• Demonstrates initiative
• Forward thinking
• Fosters teamwork
• Results driven/oriented

10%

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.