Job Summary: Builds and maintains relationships as point of contact for assigned key relationships for qualified defined contribution retirement plans utilizing our Record-keeping platform; resolves team escalations, documents procedures and identifies areas for process improvement.
Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
- Provides client support and customer service on day-to-day issues with clients by responding timely and effectively either orally or via written communication
- Acts in a pro-active manner with assigned clients and builds relationships to ensure retention
- Works with Plan Sponsors, Brokers, Registered Investment Advisors, Trust Companies and other Third-Party Vendors, including auditors to respond to requests for specialized reports, communicate fund actions, consults on client inquiries and researches/resolves issues
- May participate in final Sales presentations as well as prepare and facilitate client/advisor meetings when needed
- Performs under pressure with minimal direction
- Meets competing deadlines in a very fast paced, dynamic and demanding environment with a high degree of urgency and accuracy
- Focuses on learning in everyday activities and events
- Collaborates with and openly shares knowledge with colleagues
- Regular, reliable, and punctual attendance
Management Responsibilities (None)
Required Education, Experience and Certificates, Licenses, Registrations
- 5+ years of experience working in a related position in the retirement services sector
- Strong MS Office skills to include Excel
Preferred (but not required) education or skills for this role are
- Bachelor’s degree in a business related field or industry experience
- DST experience
Competencies
- Verbal and Written Communication Skills
- Independent
- Time Management
- Diplomatic
- Creative Problem Solver
- Integrity
- Analytical Thinker
- Resourceful
- Team Player
- Sound Judgment
- Results Driven
- Exhibits Personal Credibility
- Forward Thinking
- Planning and Organizing
- Project Management
Travel: Up to 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.
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.
Top Skills
What We Do
Ascensus helps millions of people save for what matters—retirement, education, and healthcare. We’re also one of the savings plan industry’s leading providers of outsourced services. Our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers. Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. For more information, visit ascensus.com.
