Logo
job logo

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. #J-18808-Ljbffr