Non-Qualified Relationship Manager
2 weeks ago
As a key member of our team, you will be responsible for managing assigned non-qualified retirement services client accounts and relationships. This will involve effective communication, administration, problem identification and resolution, as well as reporting to meet contractual requirements and client expectations.
Key Responsibilities:- Builds on our service reputation and relationships to position Ascensus as the client's provider of choice for non-qualified plans and 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 colleagues and openly shares knowledge to drive business growth and success.
- 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.
- Non-qualified 409A experience a plus.
- Builds Collaborative Relationships
- Detail Oriented
- Information Seeker
- Motivated
- Strategic Approach to Relationship Management
- Avid Learner
- Excellent Written and Verbal Skills
- Persuasive
- Resourceful
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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