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.
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
Ensure the accuracy of retirement plan administration including the plan document, annual notices, annual compliance testing, contribution calculations, and government filings
Ensure accuracy of data in M Files for use in managing plan load and reporting
Consult with clients and financial advisors proactively
Present plan design suggestions to plan sponsors
Maintain and strengthen relationships with clients and financial advisors
Assist the Transaction and Retirement Administration teams, as needed, to resolve client issues
Interface with recordkeepers to ensure a positive client experience
Develop technical skills to become a subject matter expert in specified employer services area(s)
Communicate significant issues and exceptions to an appropriate higher level of authority within the organization in a timely manner
Project work as needed
Bachelor's degree (B.A., B.S.) in accounting or business, or equivalent business experience
Intermediate knowledge of MS Office Suite
Retirement administration experience and plan design experience in a professional environment
Experience with databases and data management
Understanding of financial markets and financial service organizations
Experience with reconciliation processes
Team player, willing to help out where needed
Effective communication skills
Attention to detail
Flexibility to travel as needed, up to 20% of the time
Experience with M-Files, FT William and/or Relius software systems
Self-motivated, eager to learn and grow
Pro-active innovative thinker
Ability to effectively assess risk
Creative problem-solving skills
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.
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").