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Ascensus
- Dresher, PA / Atlanta, GA / Austin, TX / 1 more...
Responsible for managing a team of Client Services coaches. Responsible for implementing a Learning and Development and associate onboarding strategy that will lead to increased client satisfaction, client retention and a positive associate experience. Partners with leadership to determine department and associate needs and create learning and development strategies relat
Posted 1 day ago
At Ascensus,technologyis more than just a solution.It powers the business that helps millions of people save for what matters retirement, education, and healthcare. Our technology experts tackle exciting challenges in collaborative teams, but work in an environment where individual and career development is always valued. Technology associates leverage their talents and p
Posted 1 day ago
Ascensus
- Dresher, PA / Charlotte, NC / Chicago, IL / 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. J O B S UMMARY Ass
Posted 1 day 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 1 day ago
Ascensus
- Raleigh, NC / Kansas City, MO
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 Liaise
Posted 1 day ago
Ascensus
- Montgomery, AL / Atlanta, GA / Newark, NJ / 1 more...
J O B S UMMARY Builds and maintains the relationships of qualified defined contribution retirement plans utilizing our Recordkeeping platform. Acts as a point of contact for assigned relationships, resolves team escalations, documents procedures and identifies areas for process improvement. E SSE NTIAL F UNCTIONS Reasonable accommodations may be made to enable people with
Posted 1 day ago
Ascensus
- Jacksonville, FL / Atlanta, GA / Las Vegas, NV / 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 1 day ago
Provident Trust Group, an Ascensus company, is a self directed administrator and passive custodian that specializes in account administration, asset custody, qualified retirement account establishment including IRAs and Solo 401(k) accounts, and Corporate Trust services. Provident Trust Group offers a comprehensive range of trust and fund administration, asset custody, an
Posted 1 day ago
Ascensus
- Denver, CO / Austin, TX / Boise, ID / 7 more...
The Internal Sales Consultant (ISC) is a member of the Inside Sales organization and is tasked with identifying, developing, and maintaining selling relationships in the broker dealer community within their assigned territory. Drives revenue growth and acceleration within assigned regions and proactively seeks out new ways and solutions to continue to increase revenue gro
Posted 1 day ago
Ascensus
- Minneapolis, MN / Dresher, PA / Greensboro, NC / 3 more...
To assist in overall revenue generation and relationship management of clients by efficiently making outgoing sales calls to the prospect and client base, handling incoming leads and facilitating education and speaking engagements at COIs (Asset mgmt. companies, law firms, CPAs, trade associations, etc.). Section 2 Job Functions, Essential Duties and Responsibilities Resp
Posted 1 day ago
Ascensus
- Phoenix, AZ / Las Vegas, NV / Milwaukee, WI
Assists Client Service Managersin providing best of class service to our clients. Determines vested benefits, reconciles trust assets including participant loans and contributions, assists Plan Sponsors with standard requests, resolves internal intra departmental requests and manages reoccurring projects. Essential Functions Reasonable accommodations may be made to enable
Posted 1 day ago
Ascensus
- Boston, MA / Charlotte, NC / Philadelphia, PA
At Ascensus,technologyis more than just a solution.It powers the business that helps millions of people save for what matters retirement, education, and healthcare. Our technology experts tackle exciting challenges in collaborative teams, but work in an environment where individual and career development is always valued. Technology associates leverage their talents and p
Posted 1 day 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 1 day ago
Ascensus
- Chicago, IL / Atlanta, GA / Dresher, PA / 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 2 days ago
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. Position Summary T
Posted 1 day ago
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