Relationship Manager

Job Summary: Builds and maintains relationships as point of contact for assigned key relationships for qualified defined contribution retirement plans utilizing our Record-keeping platform; resolves team escalations, documents procedures and identifies areas for process improvement.Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.Provides client support and customer service on day-to-day issues with clients by responding timely and effectively either orally or via written communicationActs in a pro-active manner with assigned clients and builds relationships to ensure retentionWorks with Plan Sponsors, Brokers, Registered Investment Advisors, Trust Companies and other Third-Party Vendors, including auditors to respond to requests for specialized reports, communicate fund actions, consults on client inquiries and researches/resolves issuesMay participate in final Sales presentations as well as prepare and facilitate client/advisor meetings when neededPerforms under pressure with minimal directionMeets competing deadlines in a very fast paced, dynamic and demanding environment with a high degree of urgency and accuracyFocuses on learning in everyday activities and eventsCollaborates with and openly shares knowledge with colleaguesRegular, reliable, and punctual attendanceManagement Responsibilities (None)Required Education, Experience and Certificates, Licenses, Registrations 5+ years of experience working in a related position in the retirement services sectorStrong MS Office skills to include ExcelPreferred (but not required) education or skills for this role areBachelor’s degree in a business related field or industry experienceDST experience CompetenciesVerbal and Written Communication SkillsIndependentTime ManagementDiplomaticCreative Problem SolverIntegrityAnalytical ThinkerResourcefulTeam PlayerSound JudgmentResults DrivenExhibits Personal CredibilityForward ThinkingPlanning and OrganizingProject ManagementTravel: Up to 10%Other DutiesPlease 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.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.SummaryLocation: Remote, Pennsylvania; Charlotte, NC; Dresher, PA; Charleston, SCType: Full time