Relationship Manager

5 days ago

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Ascensus

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Retirement plan services • Education savings • ABLE accounts

5001 - 10000

💰 Secondary Market on 2019-02

Description

• 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 sponsors 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

Requirements

• Bachelor’s degree in business related field 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 • Preferred ASPPA or CEBS Competencies • Thrives in a fast-paced environment • Embraces personal growth and wants to be challenged in deadline-driven and multi-component environment • Excellent communications skills both written and verbal • Builds collaborative relationships • Effective time management and organization skills • Demonstrates initiative • Forward thinking • Fosters teamwork • Results driven/oriented