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Ascensus
- Dresher, PA / Kansas City, MO
The Retirement Support Specialist position is accountable for assisting the Client Services teams through timely communication and follow up, proactive client outreach, and tracking, reporting and documentation of various functions within the department. Section 2 Job Functions, Essential Duties and Responsibilities Responsible for protecting, securing, and proper handlin
Posted 7 days ago
Ascensus
- Jacksonville, FL / Charlotte, NC / Dresher, PA / 4 more...
Newport, an Ascensus company, helps employers offer their associates a more secure financial future throughretirement plans,insuranceandconsulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive. Section 1 Position
Posted 14 days ago
Ascensus
- Dresher, PA / Greensboro, NC / Lake Mary, FL / 1 more...
This position will work closely with the Client Relationship Managers and Retirement Service Consultants to serve as the focal point for elite advisors and elite TPAs. Responsibilities include relationship management of elite advisors and elite TPAs ensuring a successful service experience, book of business retention and growth of existing business organically. Section 2
Posted 7 days ago
Ascensus
- Dresher, PA / Las Vegas, NV / Philadelphia, PA / 1 more...
The Client Service Representative is responsible for processing financial transactions and customer requests at a high rate of quality and productivity into 529 college savings plans. This role is responsible for following a variety of documented product procedures and matrices for multiple partners. The Candidate must be able to work in a high paced environment and work.
Posted 13 days ago
The Operations Associate will support the team in providing a high level of service to both internal and external clients. The Operations Associate will provide timely and accurate processing of specified operational activities within the Department, focusing on meeting daily/weekly/monthly SLAs. The role also involves understanding operational workflows as it relates to
Posted 14 days ago
Ascensus
- Dresher, PA / Chicago, IL / Dallas, TX / 1 more...
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 t
Posted 14 days ago
Ascensus
- Greensboro, NC / Lake Mary, FL
Newport, an Ascensus company, helps employers offer their associates a more secure financial future throughretirement plans,insuranceandconsulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive. Section 1 Position
Posted 15 days ago
Ascensus
- Austin, TX / Boston, MA / Charlotte, NC / 4 more...
Newport, an Ascensus company, helps employers offer their associates a more secure financial future throughretirement plans,insuranceandconsulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive. Job Summary Manage
Posted 15 days ago
Ascensus
- Dresher, PA / Boston, MA / Chicago, IL / 2 more...
This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Retirement Services Consultant will develop and maintain a detailed understanding of retirement plans and Ascensus products and services with the goal of helping our clients manage their retirement plans appropriately. The Retirement Service Consultant works wi
Posted 15 days ago
Ascensus
- Minneapolis, MN / Atlanta, GA / Charlotte, NC / 1 more...
This position provides client service to our partners, intermediaries and plan sponsors. The Retirement Services Consultant will develop and maintain a detailed comprehension of retirement plans and Ascensus products and services with the goal of helping our clients manage their retirement plans appropriately. The Retirement Service Consultant works with the Relationship
Posted 16 days ago
Ascensus
- Jacksonville, FL / Dresher, PA / Greensboro, NC / 1 more...
Newport, an Ascensus company, helps employers offer their associates a more secure financial future throughretirement plans,insuranceandconsulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive. Job Summary Assist
Posted 19 days ago
Ascensus
- Madison, WI / Atlanta, GA / Bridgeport, CT / 2 more...
Newport, an Ascensus company, helps employers offer their associates a more secure financial future throughretirement plans,insuranceandconsulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive. Job Summary Builds
Posted 20 days ago
Responsible for supporting the team in providing a high level of service to both internal and external clients while dealing with complicated or escalated issues; provide timely and accurate processing of specified trust operational activities within the department while meeting daily/weekly/monthly SLAs. The role also involves a deep understanding of operational workflow
Posted 23 days ago
Ascensus
- Dallas, TX / Albuquerque, NM / Atlanta, GA / 14 more...
Ascensus is the largest independent retirement and college savings services provider in the United States, helping millions of Americans save for the future. We are looking for client focused talent who have service as part of their DNA, rather than just part of a job.We take serving our clients seriously and need future associates who want to learn our business, embrace
Posted 17 days ago
Ascensus
- Dresher, PA / Atlanta, GA / Chicago, IL / 7 more...
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 t
Posted 20 days ago
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