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Client Relationship Manager at Ascensus in San Juan, Puerto Rico

Posted in Management 30+ days ago.

Job Description:

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


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.


  • 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

  • Industry-related credentials

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").

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