Client Relationship Consultant

FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry’s largest in-house ERISA teams. Learn more at FuturePlan.com.

FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry’s largest in-house ERISA teams. Learn more at FuturePlan.com.

Section 1: Position Summary

Submit payroll Contributions on behalf of our clients to Recordkeeper in a timely and accurate manner.

Assist the Director of Operations with special projects and reporting

Support our team of consultants by offering additional client service.

Help the Sales and Operations teams coordinate events & opportunities.

You are an outstanding colleague by working with others within Client Services, and other teams (e.g., Consultants,  Compliance, Investment Services, Marketing & Sales and Operations) within the guidelines outlined by the Core Values of Ascensus.

Section 2: Job Functions, Essential Duties and Responsibilities

• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
• Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.

Managing Relationships with Clients

• Work with Clients to submit Payroll to Recordkeepers
• Help clients file 5500s through EFAST
• Help clients with the client portal
• Participate in call campaigns to follow up on unsigned documents etc.
• Develop relationships with Payroll Vendors and Recordkeepers & Brokers
• Organize off-site sales events.

Internal Support

• Support Team of Consultants with Special Projects
• Support Operations team with projects and reporting
• Help organize logistics for team building activities
• Support other teams as needed

Assist with other tasks and projects as assigned

Section 3:  Experience, Skills, Knowledge Requirements

• At least 3 years Retirement Plan, Employee Benefits or Payroll experience

SKILLS AND REQUIREMENTS

• Good business sense to understand clients’ business needs
• Team player
• Self-motivated
• Comfortable working with numbers
• Excellent verbal and written communication skills, including public speaking, on the phone and presentation skills
• Excellent computer skills in Excel, Word and Notes

PHYSICAL DEMANDS:

• Must be able to sit for long periods (up to 8 hours per day).
• Must be able to work on a computer 8 hours per day (includes looking at a monitor, and typing using a keyboard and mouse).
• Able to use computer and talk on telephone at the same time.
• Ability to lift 25 pounds (e.g., files, laptop w/projector, etc.)

EDUCATION/TRAINING NEEDED

• B.A./B.S. preferred
• Working towards ASPPA’s CPC designation preferred.

We are proud to be an Equal Opportunity Employer

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.