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Section 1: Position Summary
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: Job Functions, Essential Duties and Responsibilities
Supervision
Section 3: Experience, Skills, Knowledge Requirements
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Ascensus is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, citizenship, sex, marital or veteran status, disability or handicap, sexual orientation or any other basis prohibited by applicable law. Ascensus also takes affirmative action to employ, and advance in employment, qualified women, minorities, and covered veterans. Ascensus also makes reasonable accommodations for qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state lawsFull Time
Investment Management
$86k-112k (estimate)
05/10/2024
07/09/2024
ascensus.com
ENCINO, CA
500 - 1,000
1980
DANIEL KRAUITZ
$500M - $1B
Investment Management
Ascensus helps millions of people save for what mattersretirement, education, and healthcare. Were also one of the savings plan industrys leading providers of outsourced services. Our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers. Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. For more information, visit ascensus.com.