Qualified Relationship Manager

About the role

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. P r o v i d es pr o- a c t i v e s er v i c e a n d c o m m u ni c a t i o ns to r e t ir e m e n t p l an cl i e nts. T h i s i n c l u d es p r o v i d i ng c li e nt s u p p o r t, d o c u m e n t at i on a n d re c ord k e e p i n g, p r e p ar a t i on of p l an s t a te m e n t s , c om m u n i c at i on of p l an i nf o r m a t i on to cl i e n t, a nd a s s i s t s w i th t he m o d i f i c at i on a nd e n h a n ce m e nt o f p l an a d m i n i s trat i on pro c e ss e s , w i t h i n t he l i m i ts of e s t a b l i s h ed p o l i cy . E SSE N T IAL F UNC T I O NS Reaso n a b l e a cc o m m o d a t i o ns m a y be m a de t o e n a b l e i n d i v i d u al s w i t h d i s a b i l i t i es to p e r form t h e s e es s e n t i al f u n c t i o n s . - P r o v i d es s u p p o r t to cl i e nts throu g h a n u m b e r o f c h a nn e l s i n c l u d i n g p h o n e, l et t ers a n d e m a il s t o q ui ck l y re s o l v e t h e re q u e s t - A c ts i n a pro - a c t i v e m a n n er wi t h as s i g n ed cl i e nts a n d a d v i s ors to e n s ure r et e nt i on as we l l as i n s p i r e c l i e n t d e d i c a t i on a n d e n g a g e m e nt t o d e v e l o p p o s i t i v e r e l a t i o n s h i ps - Re s p o n si b l e f or i n t erp r et i ng p l a n d o c u m e nts f o r cl i e nt p l an a d m i n i s trat i o n . - P r o v i d es c a l c u l at i ons a nd a m o u n ts to p l a n sp o n s or s , c o m m u ni c a tes f u nd ac t i o n s , c o n s u l t s w i th c li e n ts to a n s wer i n q u i ri e s , r e s e a rc h es a n d re s o l ve s i ss u e s , p r o v i de s l e g a l u p d a te s , a nd re s p o n d s to r e q u e s ts f o r s p e ci a l i z ed r e p orts - A ss i s ts p l a n sp o n s or a n d i n terme d i a r i es on t h e u t i l i z at i on of we b- b a s ed a p p li c a t i o ns a n d d e li v e r s web d e m o n s trat i o n s f o r f i n a n c i a l a d v i s ors a n d p l an s p o n s or s . - W or k s w i th c l i e n ts to c or r e c t a nd f u n d p a yr o l l i t e m s a n d m a n a g es d i s tr i b u t i o n re q u e s t s . - Coor d i n a t es p l an c o m p li an c e t e s t i n g w i th t he c o m p li a n c e t e a m. - P art i c i p a t es i n s a l es f i n a l s pre s e n ta t i o ns a n d p r o m o t e s cr o s s - s e l l o p p or t u n i t i es a s n e e d ed S UP E RVI S O RY R ESP O NSIBILI T I E S ( N O N E ) R E Q UIRED E DUCA T I O N , E XPE RI E NCE AND C E R T I F ICA T E S , L IC E NS ES , R E G I S T RA T I O NS - B a c h e l or's d e gr e e i n b u s i n e s s re l at e d f i l e d o r c o m b i n a t i on of e d u c a t i o n a n d i n d u s try exp e r i e n c e - 3 - 5 ye a r s of t ot a l ex p eri e n c e i n Re t i r e m e n t S er v i c e s , w i th e m p h a s i s i n t he d a i l y 4 0 1( k ) e n v i r o n m e n t, 4 0 3 b or I R A a r e a s - S tro n g M S O f f i c e S ki ll s w i t h a n e m p h a s i s i n E xc el P RE F E RRED ( BUT N O T R E Q UIRE D ) E DU C A T I O N O R S KI LL S F O R T HIS R OL E ARE - P r ef e rr ed A S P P A or C E B S C O M PE T E NCIES - T hrives i n a f a st- p a c ed e n vir o n m e nt - E m b r a c es p e rs o n a l g r owth a n d w a n ts t o b e c h a l l e n g e d i n d e a d l i n e - d r i v en a n d m u l ti -c o m p o n e nt e n v i r o n m e n t - E xc e l l e n t c o m m u ni c a t i o n s k ill s b oth w r i t t en a nd v er b al - B u i l ds c o l l a b ora t i v e r e l a t i on s h i ps - E ff e c t i v e t i me m a n a g e m e nt a n d org a n i z a t i on sk ill s - Dem o n s trat e s i n i t i a t i v e - Forward t h i n ki ng - Fo s ters t e a m w ork - Re s u l ts d r i v e/ o ri e n t ed TRAV E L: 10 %. O TH E R DU T I E S Pl e a s e n ote t h i s j ob d e scr i p t i on i s n ot d e s i g n ed t o co v e r or c o n t a i n a c o m pr e h e n siv e l i s t i ng of a c t i v i t i e s , d u t i es or r e s p o n s i b i l i t i es t h at are r e q u i r ed of t h e e m p l o y ee f o r t h i s j o b . Du t i e s , r e s p o n s i b i l i t i es a n d a c t i v i t i es m a y c h a n g e a t a n y t i me w i t h o r w i t h o u t n o t i c e. 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.

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