FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com.
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 10% 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
At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for retirement, education, and healthcare through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity-housed within our Core Values: People Matter. Quality First. Integrity Always.
As a leading independent recordkeeping services partner, retirement plan third-party administrator, and government savings facilitator, we aim to hire associates who find pride in going to work every day knowing that they help more than 12 million people save for what matters.
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").