Client Relationship Manager

Yesterday

🇺🇸 United States – Remote

🐊 Florida – Remote

Although this job is listed in Florida, this company may be open to hiring remote in other states.

🏰 Missouri – Remote

Although this job is listed in Missouri, this company may be open to hiring remote in other states.

+2 more states

🐊 Florida – Remote 🏰 Missouri – Remote 🔔 Pennsylvania – Remote 🧀 Wisconsin – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

🦅 H1B Visa Sponsor

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Ascensus

WebsiteLinkedInAll Job Openings

Retirement plan services • Education savings • ABLE accounts

5001 - 10000 employees

Founded 2000

💸 Finance

👥 HR Tech

💰 Secondary Market on 2019-02

Description

• Serve as a resource to plan sponsors and financial advisors • Act as a mentor to Retirement Plan Coordinators • Assist clients with all initial and ongoing plan design and document needs • Complete/Assist with payroll processing as required • Review or perform, as needed, the annual testing for plans • Review distribution paperwork and coordinate processing of distributions with asset holder • Assist auditors if a plan is subject to an audit • Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus

Requirements

• Bachelors degree preferred • 3-5 or more years ERISA experience in the retirement industry • Experience in analysis of financial data required • Experience in FTW software desirable, but not required • Experience with 3.16 desirable, but not required • Experience with PEPs desirable, but not required • Strong Word, Excel, and Outlook skills • Strong written and oral communication skills • Strong analytic mentality associated with problem solving skills • Detail oriented with the ability to prioritize and manage tasks to partner with business operations, including related ERISA compliance matters • Ability to effectively plan and assign work to and oversee plan associates that are qualified to assist with plan modifications