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Client Relationship Manager

Goldleaf Partners, part of FuturePlan by Ascensus

in Telecommute / IA / MN / ND / SD / WI

Logo for Goldleaf Partners, part of FuturePlan by Ascensus

Goldleaf Partners, now part of FuturePlan by Ascensus®, is an employer services firm that provides retirement administration, 3(16) fiduciary solutions, employee benefits, payroll integration, consumer-directed health, and COBRA services to a diverse set of clients across the country. Our team knows that we affect people’s businesses and futures and take that responsibility seriously. This is why we pride ourselves on choosing only the best people to call our own. Our focus on work-life balance, training and development, and employee engagement will make you want to join our team and stay with Goldleaf Partners.

POSITION SUMMARY

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.

CLIENT RELATIONSHIP MANAGER DUTIES AND RESPONSIBILITIES

  • 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


BASIC/MINIMUM QUALIFICATIONS 

  • 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 20% of the time


PREFERRED QUALIFICATIONS 

  • 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

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”). 

How to Apply

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