
Proactive Retirement Plan Relationship Manager
Ascensus, Tampa, FL, United States
A financial services firm located in Tampa, Florida is looking for a dedicated professional to provide exceptional client support for retirement plans. The role involves assisting clients through various channels, interpreting plan documents, and managing compliance testing. The ideal candidate should have a Bachelor's degree in business or equivalent, and 3-5 years of experience in Retirement Services, particularly in the context of 401(k) and 403b plans. Strong MS Office skills, especially in Excel, are essential for success in this fast-paced role.
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