Ascensus · 1 day ago

Relationship Manager

Wisconsin, United States

Full-time

Remote

Mid, Senior Level

5+ years exp

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Responsibilities

Nurtures long standing relationships with clients by delivering high quality and responsive service that exceeds their expectations

Leads efforts to onboard new accounts, gather relevant information and coordinate account opening process

Reviews agreements and prepare internal documentation to assure proper administration

Meets periodically with contacts, ensure timeliness of client deliverables, and field inquiries

Directs Trust Administrators with the processing of stock and mutual fund trades, wire transfers, checks, plan sub accounting, and various reconciliation processes

Works closely with Senior Management, Trust Administrators, Operations, Financial Analysts and Attorneys to perform services

Presents annual account reviews at weekly committee meeting and actively participate in internal planning and coordination meetings

Facilitates participant communications related to employer stock funds and distributions

Promotes procedural prudence by complying with policies and procedures, retaining records and responding to audit inquiries

Identifies cross-selling opportunities to support business development within the

Qualification

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Trust system experienceMS Office skillsCertified Employee Benefits SpecialistPersonable