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Defined Benefit Client Relationship Manager

Company: Ascensus
Location: Saint Paul
Posted on: November 22, 2020

Job Description:

POSITION SUMMARYClient 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 RESPONSIBILITIESEnsure accuracy of retirement plan administration including plan documents, compliance testing, government filings, distributions, loans, plan eligibility, and vesting
Ensure accuracy of data for use in managing plan load and reporting
Consultatively communicate with clients and financial advisors
Interface with financial fund families
Prepare Actuarial Valuations and PBGC Premium Calculations

Assist with plan design options
Develop technical skills to become a subject matter expert in specified employer services area(s)
Be able to execute the above responsibilities for both defined contribution and defined benefit plans
Communicate significant issues and exceptions to an appropriate higher level of authority within the organization in a timely manner
Prepare PBGC Plan Terminations
Project work as needed

BASIC/MINIMUM QUALIFICATIONS Bachelor s degree (B.A., B.S.) in accounting or business, or equivalent business experience
Intermediate knowledge of MS Office Suite
3-5 Years of Defined Benefit Actuarial 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

PREFERRED QUALIFICATIONS Experience with M-Files
Experience with Datair
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 ).

Keywords: Ascensus, St. Paul , Defined Benefit Client Relationship Manager, Executive , Saint Paul, Minnesota

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