Ascensus
Retirement plan services • Education savings • ABLE accounts
5001 - 10000
💰 Secondary Market on 2019-02
Client Relationship Manager
November 7
Ascensus
Retirement plan services • Education savings • ABLE accounts
5001 - 10000
💰 Secondary Market on 2019-02
Description
• Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. • Provide timely, exceptional customer service, including problem solving and issue resolution with minimal inconvenience to clients. • Provide effective verbal and written communications in a clear, concise and informative manner. • Act as a mentor to Retirement Plan Coordinators • Assist clients with all initial and ongoing plan design and document needs. • Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law. • Accountable for all aspects of valuation reports, participant statements and annual testing. • Review distribution paperwork and coordinate processing of distributions with asset holder. • Assist IRS and DOL auditors, if the plan is subject to an IRS or DOL audit. • Coordinate with all applicable parties, both internal and external, to ensure accurate conversion process for new clients. • Assist with other tasks and projects as assigned.
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
Apply NowSimilar Jobs
November 7
CTI
501 - 1000
Build and maintain partnerships to support CIAT's technical education programs.
November 7
Med-Metrix
1001 - 5000
Responsible for billing and collections at Med-Metrix.
🇺🇸 United States – Remote
💰 Private Equity Round on 2021-09
⏰ Full Time
🟢 Junior
🟡 Mid-level
💰 Account Manager
November 7
Brown & Brown Insurance
10,000+
Manage client relationships and deliver pharmacy benefit services for Remedy Analytics.
November 7
HD Supply
10,000+
Selling MRO supplies to multi-family housing customers; remotely based role.
November 7
Arrow International, Inc.
1001 - 5000
Account Manager, eGaming responsible for developing promotions for veteran organizations.