Relationship Manager – Qualified Plans

This is a fully remote position, open to applicants in Florida, +1 more state.

📋 Description

• Deliver proactive service and communication to clients of retirement plans.

• Assist clients via phone, letters, and email to promptly address requests.

• Engage proactively with assigned clients and advisors to foster retention and build positive relationships.

• Analyze plan documents for effective client plan administration.

• Provide calculations and amounts to plan sponsors, communicate fund actions, address inquiries, conduct research to resolve issues, deliver legal updates, and respond to specific report requests.

• Support plan sponsors and intermediaries with web-based applications and conduct web demonstrations for financial advisors and plan sponsors.

• Collaborate with clients to rectify and fund payroll items and oversee distribution requests.

• Coordinate compliance testing for plans with the compliance team.

• Participate in final sales presentations and identify cross-sell opportunities as necessary.

⛳️ Requirements

• Bachelor’s degree in a business-related discipline or a combination of education and relevant industry experience.

• 3–5 years of overall experience in Retirement Services, particularly in daily 401(k), 403(b), or IRA areas.

• Proficient in MS Office, particularly Excel.

• Exceptional written and verbal communication abilities.

• Strong time management and organizational skills.

• Willingness to travel 10% of the time.

• ASPPA or CEBS designation is preferred but not mandatory.

🏝️ Benefits

• Flexible remote work arrangement.

• Ascensus will never request payment from candidates or require them to purchase equipment.