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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 Today
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 Today
Ascensus
- Phoenix, AZ / Jacksonville, FL / Boise, ID / 1 more...
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 Today
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 Today
The Trust Associate will support the team in providing a high level of service to both internal and external clients. The Trust Associate will provide timely and accurate processing of specified trust operational activities within the department, focusing on meeting daily/weekly/monthly SLAs. The role also involves understanding trust operational workflows as it relates t
Posted 3 days ago
Responsible for the administration of qualified retirement plan and IRA accounts; provide excellent customer service to both internal and external clients; process requested account transactions focusing on accuracy and SLA's; and ensure that applicable compliance requirements are met and policies and procedures are followed. Section 2 Job Functions, Essential Duties and
Posted 4 days ago
Ascensus
- Jacksonville, FL / Charlotte, NC / Dresher, PA / 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 Manage
Posted 4 days ago
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 5 days ago
Ascensus
- Phoenix, AZ / 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 5 days ago
The Trust Associate is part of the Processing team. This position is responsible for processing a variety of transactions in a timely manner into the correct accounts, with the correct tax codes and transaction details. The types of transactions include processing incoming deposits, outgoing disbursements or asset purchases, adjustments of account holdings, and escrow dis
Posted 5 days ago
The Regional Vice President's (RVP) primary responsibility is to facilitate the growth of retirement plan sales through Financial Professionals, TPAs, RIAs, and DC I/O Firms. This is accomplished through promoting both our product options and our alliance partners' products, advising and assisting Financial Professionals during the prospecting stage, and attending sales c
Posted 5 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 6 days ago
Ascensus
- Philadelphia, PA / Austin, TX / Baxter, MN / 9 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 6 days ago
Ascensus
- Dresher, PA / Charlotte, NC / Dallas, TX / 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. J O B S UMMARY Ass
Posted 6 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. J O B S UMMARY Bui
Posted 6 days ago
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