Ascensus
Ascensus
Ascensus provides administrative and recordkeeping services across the retirement, education, insurance, and financial services sectors. Its work supports individuals and organizations pursuing financially secure retirement outcomes and quality education, with teams focused on service delivery, operational excellence, and high standards. Ascensus emphasizes integrity, quality, diversity, inclusion, and equal opportunity as part of its workplace culture, and hires across a broad range of professional functions.

Qualified Relationship Manager at Ascensus (Texas Remote)

Support retirement plan clients at Ascensus by managing administration, compliance, service requests, and plan-related inquiries. The role covers client communication, issue resolution, and ongoing support for sponsors, advisors, and intermediaries.

Description

  • Deliver proactive service and clear communications to retirement plan clients
  • Resolve client requests efficiently through phone, written correspondence, and email
  • Build strong relationships with assigned clients and advisors to support retention and engagement
  • Apply plan documents to day-to-day client plan administration
  • Prepare calculations for plan sponsors, communicate fund activity, answer questions, investigate issues, share legal updates, and fulfill specialized report requests
  • Help plan sponsors and intermediaries use web-based applications, including providing demonstrations for advisors and sponsors
  • Partner with clients to correct and fund payroll items and administer distribution requests
  • Coordinate retirement plan compliance testing with the compliance team
  • Support final sales presentations and identify appropriate cross-selling opportunities

Requirements

  • Bachelor’s degree in business or a comparable combination of education and industry experience
  • Three to five years of experience in retirement services, particularly daily administration of 401(k), 403(b), or IRA plans
  • Strong Microsoft Office proficiency, especially with Excel
  • Clear and effective written and verbal communication skills
  • Strong organization, prioritization, and time-management abilities
  • Availability to travel up to 10%

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