Ascensus

Qualified Relationship Manager

Ascensus

2 days ago
Dresher, PA
Hybrid
Full Time
Medior
0 applicants
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Ascensus
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About this role

This position involves providing proactive service and communication to retirement plan clients, including client support, documentation, plan statement preparation, and assisting with plan administration and compliance within a defined policy. The role emphasizes support, interpretation of plan documents, and fostering positive relationships with clients and vendors.

Skills

Qualifications

BS in Business or related field
Ascensus

About Ascensus

ascensus.com

Everyone deserves to feel financially secure. We help more people save through partnerships with leading financial institutions and state governments.

About Ascensus

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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