Relationship Manager (Qualified Plans)

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.

P r o v i d es pr o- a c t i v e s er v i c e a n d c o m m u ni c a t i o ns to r e t ir e m e n t p l an cl i e nts. T h i s i n c l u d es p r o v i d i ng c li e nt s u p p o r t, d o c u m e n t at i on a n d re c ord k e e p i n g, p r e p ar a t i on of p l an s t a te m e n t s , c om m u n i c at i on of p l an i nf o r m a t i on to cl i e n t, a nd a s s i s t s w i th t he m o d i f i c at i on a nd e n h a n ce m e nt o f p l an a d m i n i s trat i on pro c e ss e s , w i t h i n t he l i m i ts of e s t a b l i s h ed p o l i cy .

E SSE N T IAL F UNC T I O NS Reaso n a b l e a cc o m m o d a t i o ns m a y be m a de t o e n a b l e i n d i v i d u al s w i t h d i s a b i l i t i es to p e r form t h e s e es s e n t i al f u n c t i o n s .

P r o v i d es s u p p o r t to cl i e nts throu g h a n u m b e r o f c h a nn e l s i n c l u d i n g p h o n e, l et t ers a n d e m a il s t o q ui ck l y re s o l v e t h e re q u e s t

A c ts i n a pro - a c t i v e m a n n er wi t h as s i g n ed cl i e nts a n d a d v i s ors to e n s ure r et e nt i on as we l l as i n s p i r e c l i e n t d e d i c a t i on a n d e n g a g e m e nt t o d e v e l o p p o s i t i v e r e l a t i o n s h i ps

Re s p o n si b l e f or i n t erp r et i ng p l a n d o c u m e nts f o r cl i e nt p l an a d m i n i s trat i o n .

P r o v i d es c a l c u l at i ons a nd a m o u n ts to p l a n sp o n s or s , c o m m u ni c a tes f u nd ac t i o n s , c o n s u l t s w i th c li e n ts to a n s wer i n q u i ri e s , r e s e a rc h es a n d re s o l ve s i ss u e s , p r o v i de s l e g a l u p d a te s , a nd re s p o n d s

to r e q u e s ts f o r s p e ci a l i z ed r e p orts

A ss i s ts p l a n sp o n s or a n d i n terme d i a r i es on t h e u t i l i z at i on of we b- b a s ed a p p li c a t i o ns a n d d e li v e r s web d e m o n s trat i o n s f o r f i n a n c i a l a d v i s ors a n d p l an s p o n s or s .

W or k s w i th c l i e n ts to c or r e c t a nd f u n d p a yr o l l i t e m s a n d m a n a g es d i s tr i b u t i o n re q u e s t s .

Coor d i n a t es p l an c o m p li an c e t e s t i n g w i th t he c o m p li a n c e t e a m.

P art i c i p a t es i n s a l es f i n a l s pre s e n ta t i o ns a n d p r o m o t e s cr o s s - s e l l o p p or t u n i t i es a s n e e d ed

S UP E RVI S O RY R ESP O NSIBILI T I E S ( N O N E )

R E Q UIRED E DUCA T I O N , E XPE RI E NCE AND C E R T I F ICA T E S , L IC E NS ES , R E G I S T RA T I O NS

B a c h e l or’s d e gr e e i n b u s i n e s s re l at e d f i l e d o r c o m b i n a t i on of e d u c a t i o n a n d i n d u s try exp e r i e n c e

3 - 5 ye a r s of t ot a l ex p eri e n c e i n Re t i r e m e n t S er v i c e s , w i th e m p h a s i s i n t he d a i l y 4 0 1( k )

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P RE F E RRED ( BUT N O T R E Q UIRE D ) E DU C A T I O N O R S KI LL S F O R T HIS R OL E ARE

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C O M PE T E NCIES

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E m b r a c es p e rs o n a l g r owth a n d w a n ts t o b e c h a l l e n g e d i n d e a d l i n e - d r i v en a n d m u l ti -c o m p o n e nt e n v i r o n m e n t

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Dem o n s trat e s i n i t i a t i v e

Forward t h i n ki ng

Fo s ters t e a m w ork

Re s u l ts d r i v e/ o ri e n t ed

TRAV E L: 10 %.

O TH E R DU T I E S

Pl e a s e n ote t h i s j ob d e scr i p t i on i s n ot d e s i g n ed t o co v e r or c o n t a i n a c o m pr e h e n siv e l i s t i ng of a c t i v i t i e s , d u t i es or r e s p o n s i b i l i t i es t h at are r e q u i r ed of t h e e m p l o y ee f o r t h i s j o b . Du t i e s , r e s p o n s i b i l i t i es a n d a c t i v i t i es m a y c h a n g e a t a n y t i me w i t h o r w i t h o u t n o t i c e.

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