Relationship Manager (Qualified Plans)

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.

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.

E SSE NTIAL F UNCTIONS 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.