Ascensus
Ascensus
Ascensus oferă servicii de administrare și evidență în sectoarele pensiilor, educației, asigurărilor și serviciilor financiare. Activitatea sa sprijină persoanele și organizațiile care urmăresc obținerea unei pensionări sigure din punct de vedere financiar și a unei educații de calitate, prin echipe axate pe furnizarea de servicii, excelență operațională și standarde înalte. Ascensus pune accent pe integritate, calitate, diversitate, incluziune și egalitatea de șanse ca parte a culturii sale organizaționale și recrutează pentru o gamă largă de funcții profesionale.

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.

Descriere

  • 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

Cerințe

  • 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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