Relationship Manager (Qualified Plans) at Ascensus, Remote

Relationship Manager (Qualified Plans) at Ascensus, remote. Full-time. Est. up to $160k. Apply with swipeandhired.

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.

P r o v i d es pr o- a c t i v e s er v i c e a n d c o m m u ni c a t i o ns to r e t ir e m e n t p l an cl i e nts. T h i s i n c l u d es p r o v i d i ng c li e nt s u p p o r t, d o c u m e n t at i on a n d re c ord k e e p i n g, p r e p ar a t i on of p l an s t a te m e n t s , c om m u n i c at i on of p l an i nf o r m a t i on to cl i e n t, a nd a s s i s t s w i th t he m o d i f i c at i on a nd e n h a n ce m e nt o f p l an a d m i n i s trat i on pro c e ss e s , w i t h i n t he l i m i ts of e s t a b l i s h ed p o l i cy .

E SSE N T IAL F UNC T I O NS Reaso n a b l e a cc o m m o d a t i o ns m a y be m a de t o e n a b l e i n d i v i d u al s w i t h d i s a b i l i t i es to p e r form t h e s e es s e n t i al f u n c t i o n s .

to r e q u e s ts f o r s p e ci a l i z ed r e p orts

S UP E RVI S O RY R ESP O NSIBILI T I E S ( N O N E )

R E Q UIRED E DUCA T I O N , E XPE RI E NCE AND C E R T I F ICA T E S , L IC E NS ES , R E G I S T RA T I O NS

e n v i r o n m e n t, 4 0 3 b or I R A a r e a s

P RE F E RRED ( BUT N O T R E Q UIRE D ) E DU C A T I O N O R S KI LL S F O R T HIS R OL E ARE

C O M PE T E NCIES

TRAV E L: 10 %.

O TH E R DU T I E S
Pl e a s e n ote t h i s j ob d e scr i p t i on i s n ot d e s i g n ed t o co v e r or c o n t a i n a c o m pr e h e n siv e l i s t i ng of a c t i v i t i e s , d u t i es or r e s p o n s i b i l i t i es t h at are r e q u i r ed of t h e e m p l o y ee f o r t h i s j o b . Du t i e s , r e s p o n s i b i l i t i es a n d a c t i v i t i es m a y c h a n g e a t a n y t i me w i t h o r w i t h o u t n o t i c e.
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.