Qualified Relationship Manager

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Provides pro-active service and communications to retirement plan clients.
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
REQUIRED EDUCATION, EXPERIENCE, AND CERTIFICATES, LICENSES, REGISTRATIONS

Bachelor’s degree in business related field 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

Preferred ASPP 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-driven
TRAVEL

Approximately 10% travel.
OTHER DUTIES

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.
BENEFITS

Collaborative, idea-sharing environment
Professional Development with in-house training and tuition reimbursement
Generous reward programs
Paid time off
Medical, dental & vision benefits
Health Savings Account with employer contribution up to $1,100
401(k) & 529 college savings match programs
Volunteer and charitable-giving programs
Business casual dress

#J-18808-Ljbffr