Relationship Manager

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Ascensus

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Retirement plan services • Education savings • ABLE accounts

5001 - 10000

💰 Secondary Market on 2019-02

Description

• Serve as primary point of contact providing specialized trust and fiduciary services to high-profile institutional accounts • Nurtures long standing relationships with clients by delivering high quality and responsive service • Leads efforts to onboard new accounts and coordinate account opening process • Reviews agreements and prepares internal documentation • Meets periodically with contacts and field inquiries • Directs Trust Administrators with various reconciliation processes • Works closely with Senior Management and other teams to perform services • Presents annual account reviews at committee meetings • Facilitates participant communications related to employer stock funds and distributions • Promotes procedural prudence by complying with policies and responding to audit inquiries • Identifies cross-selling opportunities to support business development

Requirements

• Bachelor’s degree from an accredited university or college • Minimum of five years of relevant professional experience • Strong MS Office skills to include Outlook, Excel, Word and PowerPoint • PREFERRED (BUT NOT REQUIRED) EDUCATION OR SKILLS FOR THIS ROLE • Trust system experience (e.g., SEI’s Trust3000) • Certified Employee Benefits Specialist (CEBS) or other retirement industry certificates