Ascensus · 9 hours ago

Client Relationship Manager

Lake Mary, FL

Full-time

Remote

Mid Level

3+ years exp

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Responsibilities

Provide timely, exceptional customer service, including problem solving and issue resolution with minimal inconvenience to clients

Provide effective verbal and written communications in a clear, concise and informative manner

Act as a mentor to Retirement Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations, as applicable

Assist clients with all initial and ongoing plan design and document needs, including promoting awareness and educating all clients in regards to their obligations with the IRS and DoL regulations.

Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan

Assist clients with Service and IRS Plan terminations

Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions

Complete/Assist with payroll processing as required by the products assigned

Accountable for all aspects of valuation reports, participant statements and annual testing

Review or perform, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4),deductibility, and 402(g)

Work with assigned coordinator(s) to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicable

Review distribution paperwork and coordinate processing of distributions with asset holder

Review or prepares Form 5500 and coordinate with plan sponsor to help ensure timely filing

Assist auditors if a plan is subject to an audit

Assist IRS and DOL auditors, if the plan is subject to an IRS or DOL audit

Coordinate with all applicable parties, both internal and external, to ensure accurate conversion process for new clients (including but not limited to actuaries, financial advisors, attorneys)

As applicable, work with assistant to coordinate and oversee activities that will ensure timely and accurate completion of book of business

Assist with other tasks and projects as assigned

Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.

Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.

Assist with other tasks and projects as assigned

Qualification

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ERISA compliancePlan designGovernmental reportingFinancial data analysisFTW softwarePEPsMicrosoft WordMicrosoft ExcelMicrosoft OutlookAnalytic mentalityTask management