Assists Client Service Managersin providing best of class service to our clients. Determines vested benefits, reconciles trust assets including participant loans and contributions, assists Plan Sponsors with standard requests, resolves internal intra departmental requests and manages reoccurring projects. Essential Functions Reasonable accommodations may be made to enable

This position will work closely with the Client Relationship Managers and Retirement Service Consultants to serve as the focal point for elite advisors and elite TPAs. Responsibilities include relationship management of elite advisors and elite TPAs ensuring a successful service experience, book of business retention and growth of existing business organically. Section 2

Manage functions of plan off boarding from Ascensus. Acts as a Liaison between the client, financial advisor, financial partner and Ascensus. Establish positive working relationship while helping the client through the off boarding process. Accountable for delivering multiple off boarding projects on time, within budget, and within project scope. Job Functions, Essential

At Ascensus,technologyis more than just a solution.It powers the business that helps millions of people save for what matters retirement, education, and healthcare. Our technology experts tackle exciting challenges in collaborative teams, but work in an environment where individual and career development is always valued. Technology associates leverage their talents and p

Manage functions of plan off boarding from Ascensus. Acts as a Liaison between the client, financial advisor, financial partner and Ascensus. Establish positive working relationship while helping the client through the off boarding process. Accountable for delivering multiple off boarding projects on time, within budget, and within project scope. Job Functions, Essential

FuturePlan is the nation's largest third party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds high touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined t

Responsible for regional strategy, results, actuarial consulting, and coordination of the business development and relationship management activities associated with the southeast Defined Benefit practice. (We would considered candidates that qualify for a management/director level opportunity .) We are hiring for one position but have multiple postings for marketing purp

At Ascensus,technologyis more than just a solution.It powers the business that helps millions of people save for what matters retirement, education, and healthcare. Our technology experts tackle exciting challenges in collaborative teams, but work in an environment where individual and career development is always valued. Technology associates leverage their talents and p

The Client Service Representative is responsible for processing financial transactions and customer requests at a high rate of quality and productivity into 529 college savings plans. This role is responsible for following a variety of documented product procedures and matrices for multiple partners. The Candidate must be able to work in a high paced environment and work.

Provident Trust Group, an Ascensus company, is a self directed administrator and passive custodian that specializes in account administration, asset custody, qualified retirement account establishment including IRAs and Solo 401(k) accounts, and Corporate Trust services. Provident Trust Group offers a comprehensive range of trust and fund administration, asset custody, an

Total Benefit Communications (TBC), an Ascensus company, specializes in employee benefit communication and education services throughout the United States. Our highly qualified professionals help companies meet their enrollment goals efficiently and effectively, while ensuring employees understand their plan, health and wellness benefits, appreciate their options, and pre

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

At Ascensus,technologyis more than just a solution.It powers the business that helps millions of people save for what matters retirement, education, and healthcare. Our technology experts tackle exciting challenges in collaborative teams, but work in an environment where individual and career development is always valued. Technology associates leverage their talents and p

The Operations Associate will support the team in providing a high level of service to both internal and external clients. The Operations Associate will provide timely and accurate processing of specified operational activities within the Department, focusing on meeting daily/weekly/monthly SLAs. The role also involves understanding operational workflows as it relates to

Newport, an Ascensus company, helps employers offer their associates a more secure financial future throughretirement plans,insuranceandconsulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive. Section 1 Position