Goldleaf Partners, now part of FuturePlan by Ascensus, is an employer services firm that provides retirement administration, 3(16) fiduciary solutions, employee benefits, payroll integration, consumer-directed health, and COBRA services to a diverse set of clients across the country. Our team knows that we affect people's businesses and futures and take that responsibility seriously. This is why we pride ourselves on choosing only the best people to call our own. Our focus on work-life balance, training and development, and employee engagement will make you want to join our team and stay with Goldleaf Partners.
POSITION SUMMARY
Client Relationship Manager (CRM) is responsible for accurate completion of compliance testing, government filings, and all year-end reports for client retirement plans. CRM is responsible for serving clients, financial advisors, and brokers at all levels based on the Goldleaf service model; working with team members to process requests for each client; and mentoring fellow employees. CRM will be evaluated on the ability to meet service and processing goals as defined by management.
CLIENT RELATIONSHIP MANAGER DUTIES AND RESPONSIBILITIES
BASIC/MINIMUM QUALIFICATIONS
PREFERRED QUALIFICATIONS
Ascensus is a place to have a career, not just a job. As the largest US independent retirement and college savings services provider, we put our focus on people. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity. When you join our team, you get to go to work every day knowing that you help over 10 million Americans save for retirement and college.
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