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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client relationship management within the retirement plan industry, focusing on MEP and PEP administration, regulatory compliance, and strategic problem-solving. Proficient in developing communication strategies and leveraging industry knowledge to enhance client satisfaction and retention.
Highest-signal resume keywords
Client Relationship ManagementMEP and PEP AdministrationRegulatory Compliance (ERISA, IRS, DOL)Analytical and Problem-Solving SkillsRetirement Plan Administration Systems
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client ServiceData AnalysisRegulatory KnowledgeProblem ResolutionProcess EvaluationCross-SellingCommunication Strategy DevelopmentConfidential Data HandlingPlan Retention StrategiesProject Participation
Soft Skills
Excellent CommunicationAttention to DetailAdaptabilityTeam CollaborationClient Advocacy
Tools & Technologies
Retirement Plan Administration SystemsData Tracking ToolsCommunication PlatformsClient Management Software
Certifications & Qualifications
QKAQPACPCCRPS
Industry Keywords
Retirement Plan IndustryMEPPEPERISAIRSDOLComplianceFinancial ServicesClient SatisfactionOrganic Growth
About the role
Key responsibilities & impact- Serve as the focal point for existing big and elite advisor plan clients and their financial advisors.
- Manage relationships for assigned plan accounts and financial advisors to ensure successful service, product enhancements, and plan retention.
- Provide consultative advice and support as a dedicated contact for plan clients and financial professionals.
- Promote plan retention through ownership, troubleshooting, and problem resolution.
- Leverage industry knowledge to promote client satisfaction, retention, and organic growth.
- Develop strong working relationships with daily client contacts and C-level decision makers.
- Resolve issues escalated by clients and financial professionals.
- Coordinate with internal Ascensus departments as an internal advocate for clients and financial professionals.
- Review the existing book of business to identify plan retention opportunities and create strategies for non-elite advisors.
- Develop education and communication strategies for assigned accounts.
- Cross-sell revenue opportunities and educate financial professionals and plan sponsors about products, processes, and services.
- Compile data, track communications and escalations, and offer solutions to enhance the Ascensus experience.
- Lead or participate in projects that create additional value for existing relationships.
- Analyze client and financial-professional data and conduct outreach, including call campaigns, to strengthen relationships and gain share of wallet.
- Maintain proficiency with partner and Ascensus proprietary products and with regulatory, financial, accounting, service, operations, and compliance aspects of relationship management.
Requirements
What you’ll need- Bachelor’s degree in Business, Finance, Human Resources, or a related field or equivalent experience.
- Minimum of 5+ years of experience in client service and administration of MEPs and PEPs within the retirement plan industry.
- In-depth knowledge of ERISA, IRS, and DOL regulations as they relate to MEP and PEP administration.
- Excellent communication skills with the ability to translate complex regulatory and procedural information into clear, concise concepts.
- Strong analytical and problem-solving abilities, with attention to detail and compliance focus.
- Proficiency in retirement plan administration systems and tools.
- Professional certifications such as QKA, QPA, CPC, or CRPS are a plus.
- Ability to protect, secure, and properly handle confidential data.
- Knowledge of regulatory, financial, accounting, service, operations, and compliance aspects of relationship management.
- Ability to evaluate processes and implement efficient, scalable solutions.
- Ability to work effectively within cross-functional teams and adapt to regulatory changes and evolving business needs.
Benefits
Comp & perks- The employer will never ask candidates for payment or require them to purchase equipment.