Section 1: Position Summary
The Client Relationship Administrator (CRA) will be responsible for supporting the Relationship Manager (RM) with various facets of the Government Savings plan relationships. This includes 529 Direct college savings plans, 529 Advisor plans, ABLE, Prepaid and/or SFRP (State Facilitated Retirement Plan) programs. Operational support functions include the management and coordination of Meetings, Reporting, Updates and Workflow.
Section 2: Job Functions, Essential Duties and Responsibilities
Client Relations
Develop and maintain relationships with clients and key partners Support the Relationship Management team and overall plan goals Serve as a first line contact for client questions and requests Remain responsive and attentive to client needs Maintain responsibility of all operational aspects of your assigned plans Serve as a plan liaison with internal departments including, but not limited to: Relationship Management, Client Services, Legal, Compliance, Marketing, Reporting, Product Owners, Business Analysts, IT & Development Maintain expertise on all aspects of client and plan relationships ranging from enhancements, changes, and other key initiatives Be an active and positive member of the Relationship Management team Meetings
Manage agenda for weekly client status meetings Track open items and facilitate calls as needed Coordinate the management of project initiatives Coordinate as necessary any partner and key stakeholder meetings Travel to attend and/or support key offsite client meetings Reporting
Produce all state required reports with 100% accuracy Prepare quarterly, annual and Board related PowerPoint presentations. Plan and prepare for Due Diligence meetings and support plan audits Review quarterly statements for accuracy and consistency Review and deliver Service Level and Ad-hoc reports as necessary Updates
Oversee the implementation of any plan related updates, changes or enhancements
Forms, Web, Supplements, Program Descriptions
Workflow
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 for our organizational culture. Supervision
N/A Section 3: Experience, Skills, Knowledge Requirements
The position will be office-based in Newton, MA or Warwick, RI. The job-profile is currently identified as "hybrid" allowing for partial home-based or remote work, with the expectation that in-office meetings will be periodically required.
Bachelor's Degree preferred A minimum of 2 years' experience in the Financial Services industry, preferably in Operations, Client Service and/or Account Management Excellent organization and project management skills Excellent communication and interpersonal skills, with strong team orientation 529 investment product and/or operations knowledge preferred Proficient in all MS Office applications
We are proud to be an Equal Opportunity Employer
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. No associate is permitted to work at a location outside the United States for any length of time, except for approved business travel on a limited basis. Exempt Associates traveling outside the United States on personal travel or while on PTO may work on a limited basis (e.g., occasionally checking and responding to business-critical emails or dialing into business-critical meetings) from their personal devices but not from a company-provided computer.
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
The Client Relationship Administrator (CRA) will be responsible for supporting the Relationship Manager (RM) with various facets of the Government Savings plan relationships. This includes 529 Direct college savings plans, 529 Advisor plans, ABLE, Prepaid and/or SFRP (State Facilitated Retirement Plan) programs. Operational support functions include the management and coordination of Meetings, Reporting, Updates and Workflow.
Section 2: Job Functions, Essential Duties and Responsibilities
Client Relations
Develop and maintain relationships with clients and key partners Support the Relationship Management team and overall plan goals Serve as a first line contact for client questions and requests Remain responsive and attentive to client needs Maintain responsibility of all operational aspects of your assigned plans Serve as a plan liaison with internal departments including, but not limited to: Relationship Management, Client Services, Legal, Compliance, Marketing, Reporting, Product Owners, Business Analysts, IT & Development Maintain expertise on all aspects of client and plan relationships ranging from enhancements, changes, and other key initiatives Be an active and positive member of the Relationship Management team Meetings
Manage agenda for weekly client status meetings Track open items and facilitate calls as needed Coordinate the management of project initiatives Coordinate as necessary any partner and key stakeholder meetings Travel to attend and/or support key offsite client meetings Reporting
Produce all state required reports with 100% accuracy Prepare quarterly, annual and Board related PowerPoint presentations. Plan and prepare for Due Diligence meetings and support plan audits Review quarterly statements for accuracy and consistency Review and deliver Service Level and Ad-hoc reports as necessary Updates
Oversee the implementation of any plan related updates, changes or enhancements
Forms, Web, Supplements, Program Descriptions
Workflow
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 for our organizational culture. Supervision
N/A Section 3: Experience, Skills, Knowledge Requirements
The position will be office-based in Newton, MA or Warwick, RI. The job-profile is currently identified as "hybrid" allowing for partial home-based or remote work, with the expectation that in-office meetings will be periodically required.
Bachelor's Degree preferred A minimum of 2 years' experience in the Financial Services industry, preferably in Operations, Client Service and/or Account Management Excellent organization and project management skills Excellent communication and interpersonal skills, with strong team orientation 529 investment product and/or operations knowledge preferred Proficient in all MS Office applications
We are proud to be an Equal Opportunity Employer
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. No associate is permitted to work at a location outside the United States for any length of time, except for approved business travel on a limited basis. Exempt Associates traveling outside the United States on personal travel or while on PTO may work on a limited basis (e.g., occasionally checking and responding to business-critical emails or dialing into business-critical meetings) from their personal devices but not from a company-provided computer.
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").