Relationship Manager – Qualified Plans

🔥 14 hours ago

🐊 Florida, Pennsylvania – Remote

🐊 Florida – Remote 🔔 Pennsylvania – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Ascensus

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 2000

💼 Consulting

🛡️ Insurance

💸 Finance

💰 Secondary Market on 2019-02

Consulting • Insurance • Finance

Ascensus is a company that values its people and emphasizes a culture guided by principles such as integrity, quality, and a commitment to high standards. It provides administrative and recordkeeping services, focusing on helping individuals achieve financially secure retirements and ensuring quality education for children. Ascensus is dedicated to diversity, inclusion, and providing equal opportunities, making it a rewarding place to work. The company also offers a wide range of benefits to its employees, including student loan refinancing and healthy living programs.

📋 Description

• Provide proactive service and communications to retirement plan clients • Support clients through phone, letters, and email to resolve requests quickly • Act proactively with assigned clients and advisors to support retention and develop positive relationships • Interpret plan documents for client plan administration • Provide calculations and amounts to plan sponsors, communicate fund actions, answer inquiries, research and resolve issues, provide legal updates, and respond to specialized report requests • Assist plan sponsors and intermediaries with web-based applications and deliver web demonstrations for financial advisors and plan sponsors • Work with clients to correct and fund payroll items and manage distribution requests • Coordinate plan compliance testing with the compliance team • Participate in sales final presentations and promote cross-sell opportunities as needed

🎯 Requirements

• Bachelor’s degree in a 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), 403(b), or IRA areas • Strong MS Office skills with an emphasis in Excel • Excellent written and verbal communication skills • Effective time management and organizational skills • 10% travel • ASPPA or CEBS preferred but not required

🏖️ Benefits

• Remote work arrangement • Ascensus will never ask candidates for payment or require them to purchase equipment