Ascensus
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.
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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.
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