**J** **O** **B** **S** **UMMARY**

Builds and maintains the relationships of qualified defined contribution retirement plans utilizing our Recordkeeping platform. Acts as a point of contact for assigned relationships, resolves team escalations, documents procedures and identifies areas for process improvement.

**E** **SSE** **NTIAL** **F** **UNCTIONS** _Reasonable accommodations may be made to enable people with disabilities to perform these essential functions._

Provides client assistance and customer service on day to day issues with clients by replying via both oral and written communication

Acts in a proactive 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 reply to requests for specialized reports, communicate fund actions, consult on client inquiries and research/resolve issues

Works under pressure in a very fast paced environment

Focuses on learning in everyday activities and events

Coordinate with and openly exchange knowledge with colleagues

Regular, reliable, and punctual attendance

**M** **ANAGEMENT** **R** **ESP** **O** **NSIBILITIES** **(** **N** **O** **NE** **)**

**R** **E** **Q** **UIRED** **E** **DUCATION** **, E** **XPE** **RIENCE AND** **C** **E** **RTIFICATES** **, L** **ICENSES** **, R** **E** **G** **ISTRATIONS**

At least 3 years of experience working in a related position in the retirement services sector

Proven relationship management experience

Demonstrated project management skills

Solid MS Office skills to include Excel

**P** **REFERRED** **(** **BUT NOT REQUIRED** **)** **E** **DUCATION OR SKILLS FOR THIS ROLE ARE**

Bachelors degree in a business-related field or industry experience

DST experience

**PROFICIENCIES**

Ability to work unsupervised

Diplomatic

Creative Problem Solver

Integrity

Detailed Thinker

Resourceful

Team Player

Sound Judgment

Results Oriented

Personal Credibility

Written and Oral Communication Skills

**T** **R** **A** **VE** **L:** Up to 10%

**O** **T** **HER** **D** **UTIES**

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or tasks that are required of the employee for this job. Duties, tasks and activities may change at any time with or without notice.

_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._

Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (Protected Status).