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Section 1: Position Summary The Internal Sales Consultant (ISC) is a member of the Inside Sales organization and is tasked with identifying, developing, and maintaining selling relationships in the broker-dealer community within their assigned ter...
Manage functions of plan off-boarding from Ascensus. Acts as a Liaison between the client, financial advisor, financial partner and Ascensus. Establish positive working relationship while helping the client through the off-boarding process. Acco...
Section 1: Position Summary This position will work closely with the Client Relationship Managers and Retirement Service Consultants to serve as the focal point for elite advisors and elite TPAs. Responsibilities include relationship management o...
Section 1: Position Summary The Compliance Servicing Specialist position is primarily responsible for providing front-line call center and operational process support to financial institutions such as credit unions, banks, and Ascensus staff. The...
Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors ...
Section 1: Position Summary The Retirement Support Specialist position is accountable for assisting the Client Services teams through timely communication and follow-up, proactive client outreach, and tracking, reporting and documentation of vari...
Provident Trust Group, an Ascensus company, is a self-directed administrator and passive custodian that specializes in account administration, asset custody, qualified retirement account establishment including IRAs and Solo 401(k) accounts, and C...
Position Purpose: The Client Service Representative is responsible for processing financial transactions and customer requests at a high rate of quality and productivity into 529 college savings plans. This role is responsible for follo...
JOB SUMMARY Builds and maintains the relationships of qualified defined contribution retirement plans utilizing our Recordkeeping platform. Acts as a point of contact for assigned relationships, resolves team escalations, documents procedure...
Total Benefit Communications (TBC), an Ascensus® company, specializes in employee benefit communication and education services throughout the United States. Our highly qualified professionals help companies meet their enrollment goals efficiently ...
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