Qualified Relationship Manager
Ascensus, Tampa, FL, United States
Provides pro‑active service and communications to retirement plan clients. 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
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
SUPERVISORY RESPONSIBILITIES (NONE) REQUIRED EDUCATION, EXPERIENCE AND CERTIFICATES, LICENSES, REGISTRATIONS
Bachelor’s degree in business related filed 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 (BUT NOT REQUIRED) EDUCATION OR SKILLS FOR THIS ROLE ARE
Preferred ASPPA or CEBS
COMPETENCIES
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 drive/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.
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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 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
SUPERVISORY RESPONSIBILITIES (NONE) REQUIRED EDUCATION, EXPERIENCE AND CERTIFICATES, LICENSES, REGISTRATIONS
Bachelor’s degree in business related filed 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 (BUT NOT REQUIRED) EDUCATION OR SKILLS FOR THIS ROLE ARE
Preferred ASPPA or CEBS
COMPETENCIES
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 drive/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.
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