Non-Qualified Relationship Manager

3 weeks ago


Boston, Massachusetts, United States Ascensus Full time
Job Summary:

As a Non-Qualified Relationship Manager at Ascensus, you will be responsible for managing assigned non-qualified retirement services client accounts and relationships. This includes communications, administration, problem identification and resolution, as well as reporting to meet contractual requirements and the client's expectations.

Key Responsibilities:
  • Builds on our service reputation and relationships to position Ascensus as the client's provider of choice for non-qualified plans as well as additional products and services.
  • Develops and maintains relationships with plan sponsors and human resources contacts of assigned new and existing client organizations to become the provider for information and resources related to their retirement plans.
  • Ensures the provision of retirement services expected along with compliance of contractual requirements; identifies and resolves areas of concern as well as verifies accuracy and completeness of initial documentation and materials provided to clients; resolves related issues.
  • Collaborates with and openly shares knowledge with colleagues to ensure seamless delivery of services.
Requirements:
  • Bachelor's degree or combination of education and industry experience.
  • 5+ years of total experience in Retirement Services, 401(k) environment helpful.
  • 3-5 years of related relationship management experience with demonstrated relationship building experience.
  • Strong systems-based skills.
  • Strong presentation skills in front of committees or executive population.
  • Strong MS Office Skills with an emphasis in Excel, Outlook and PowerPoint.
Preferred Qualifications:
  • Non-qualified 409A experience a plus.
Work Environment:

This is a remote position. To ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours.

Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required.



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