Qualified Relationship Manager

Ascensus•Greensboro, NC

1d•Onsite

About The Position

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. 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.

Requirements

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

Nice To Haves

Preferred ASPPA or CEBS

Responsibilities

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