Qualified Relationship Manager
Ascensus, Dresher, PA, United States
Providing Pro-Active Services
Provides pro-active services and communications to retirees. This includes providing client support, documentation and record keeping, preparation of plan statements, communication of plan information to client, and assists with the modification and enhancement of plan administration processes, within the limits of established policy. Essential Functions Reasonably anticipated accommodations may be made to enable individuals with disabilities to perform the essential functions. 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 clients Provides calculations and amounts to plan sponsors, communicates functions, consults with clients to answer inquiries, researches and resolves issues, provides legal updates, and responds to requests for specialized reports Assists plan sponsors 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 distribution requests Coordinates plan compliance testing with the compliance team Participates in sales presentations and promotes cross-selling opportunities as needed Supervisory Responsibilities (Non-Exempt) Required Education, Experience and Certificates, Licenses, Regulations Bachelor's degree in business related field or equivalent combination of education and experience 3-5 years of total experience in Retirement Services, with emphasis in daily 401(k), 403b or IRA areas Preferred (but not required) (Education or Skills for this role are) ASPPA or CEBS Competencies Thrives in a fast-paced environment Embraces personal growth and wants to be challenged in a deadline-driven, multi-component environment Excellent communication skills both written and verbal Builds collaborative relationships Effective time management and organizational skills Demonstrates initiative Forward thinking Fosters teamwork Results driven/oriented Travel: 10% Other Duties 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. 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.
Provides pro-active services and communications to retirees. This includes providing client support, documentation and record keeping, preparation of plan statements, communication of plan information to client, and assists with the modification and enhancement of plan administration processes, within the limits of established policy. Essential Functions Reasonably anticipated accommodations may be made to enable individuals with disabilities to perform the essential functions. 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 clients Provides calculations and amounts to plan sponsors, communicates functions, consults with clients to answer inquiries, researches and resolves issues, provides legal updates, and responds to requests for specialized reports Assists plan sponsors 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 distribution requests Coordinates plan compliance testing with the compliance team Participates in sales presentations and promotes cross-selling opportunities as needed Supervisory Responsibilities (Non-Exempt) Required Education, Experience and Certificates, Licenses, Regulations Bachelor's degree in business related field or equivalent combination of education and experience 3-5 years of total experience in Retirement Services, with emphasis in daily 401(k), 403b or IRA areas Preferred (but not required) (Education or Skills for this role are) ASPPA or CEBS Competencies Thrives in a fast-paced environment Embraces personal growth and wants to be challenged in a deadline-driven, multi-component environment Excellent communication skills both written and verbal Builds collaborative relationships Effective time management and organizational skills Demonstrates initiative Forward thinking Fosters teamwork Results driven/oriented Travel: 10% Other Duties 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. 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.