Provides pro-active service and communications to retirement plan clients. This includes providing client support, documentation and record keeping, preparation of plan statements, communication of plan information to client, and assists with the modification and enhancement of plan administration processes, within the limits of established policy.
ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
• Provides support to clients through a number of channels including phone, letters and emails to quickly resolve the request
• Acts in a pro-active manner with assigned clients and advisors to ensure retention as well as inspire client dedication and engagement to develop positive relationships
• Responsible for interpreting plan documents for client plan administration.
• Provides calculations and amounts to plan sponsors, communicates fund actions, consults with clients to answer inquiries, researches and resolves issues, provides legal updates, and responds
to requests for specialized reports
• Assists plan sponsor and intermediaries on the utilization of web-based applications and delivers web demonstrations for financial advisors and plan sponsors.
• Works with clients to correct and fund payroll items and manages distribution requests.
• Coordinates plan compliance testing with the compliance team.
• Participates in sales finals presentations and promotes cross-sell opportunities as needed
SUPERVISORY RESPONSIBILITIES (NONE)
REQUIRED EDUCATION, EXPERIENCE AND CERTIFICATES, LICENSES, REGISTRATIONS
• Bachelor’s degree in business related filed or combination of education and industry experience
• 3-5 years of total experience in Retirement Services, with emphasis in the daily 401(k)
environment, 403b or IRA areas
• Strong MS Office Skills with an emphasis in Excel
PREFERRED (BUT NOT REQUIRED) EDUCATION OR SKILLS FOR THIS ROLE ARE
• Preferred ASPPA or CEBS
COMPETENCIES
• Thrives in a fast-paced environment
• Embraces personal growth and wants to be challenged in deadline-driven and multi-component environment
• Excellent communication skills both written and verbal
• Builds collaborative relationships
• Effective time management and organization skills
• Demonstrates initiative
• Forward thinking
• Fosters teamwork
• Results drive/oriented
TRAVEL: 10%.
OTHER DUTIES
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
The national average salary range for this role $60-80k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits.
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.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. No associate is permitted to work at a location outside the United States for any length of time, except for approved business travel on a limited basis. Exempt Associates traveling outside the United States on personal travel or while on PTO may work on a limited basis (e.g., occasionally checking and responding to business-critical emails or dialing into business-critical meetings) from their personal devices but not from a company-provided computer.
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (“Protected Status”).
Cookie Notice: We and our partners use cookies and other technologies to keep Ascensus’ sites reliable and secure, measure site performance, improve our services, and provide targeted advertisements. For more information about our data practices, please visit our Privacy Management page. If you’d like to opt out of non-essential cookies, please select “I Do Not Accept” or "Manage Cookies" to adjust your preferences.
We use third-party cookies that help us analyze how you use this website, store your preferences, and provide the content and advertisements that are relevant to you. However, you can opt out of these cookies by unchecking "Performance Cookies" and clicking the "Save" button. Once you opt out, you can opt in again at any time by checking "Performance Cookies" and clicking the "Save" button.
These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work.
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. If you do not allow these cookie we will not know when you have visited our site, and will not be able to monitor its performance.