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All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. Ensures the provision of retirement services expected along with compliance of contractual requirements; identifies and resolves areas of concern as well as verifies accuracy and completeness of initial documentation and materials provided to clients; resolves related issues.
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5+ years of total experience in Retirement Services, 401(k) environment helpful. Job Summary: Manages assigned non-qualified retirement services client accounts and relationships to include communications, administration, problem identification and resolution, as well as reporting to meet contractual requirements and the clients expectations.
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Position Purpose: The Institutional Relationship Manager will be responsible for conducting 529 college savings seminars and outreach to New York employers, community groups, and other local organizations on behalf of NY’s 529 College Savings Program Direct Plan. The position will be home-based, in the NYC area; however, occasional PM, weekend and overnight travel throughout the State is required.
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Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. All email communications from Ascensus or its hiring managers originate from @ascensus.com.
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Schedules and leads weekly checkpoint calls with clients and external partners to provide project status update and to discuss open items. As a provider and partner, Newport is independent, experienced, and responsive.
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Certified Employee Benefits Specialist (CEBS) or other retirement industry certificates. Directs Trust Administrators with the processing of stock and mutual fund trades, wire transfers, checks, plan sub accounting, and various reconciliation processes.
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Attend bi-weekly status calls with Treasurer’s Office and Ascensus team. The Institutional Relationship Manager will be responsible for conducting 529 education savings seminars and outreach to Nevada (Reno) community groups, nonprofits, local organizations, employers and other entities as identified on behalf of FuturePath 529 Plan.
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Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
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Delivery of strategic plan consistent with Ascensus’ I-Client philosophy. Identify and establish partnerships and collaborations that can enhance Ascensus’ brand and ABLE product visibility.
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Note: For call center roles specifically , it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours.
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It is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours.
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Job Summary: Manages assigned non-qualified retirement services client accounts and relationships to include communications, administration, problem identification and resolution, as well as reporting to meet contractual requirements and the client’s expectations.
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Prepares and performs 1:1’s and quarterly check-ins for assigned staff; maintains harmonious employee / employer relations. Acts as Subject Matter Expert and assumes responsibility for maintaining and updating ancillary applications: BOSS, WebAdmin, Case Tracking.
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Develop strong client relationshipsCraft compelling and differentiated ABLE positioning and messaging that resonates with prospective savers and advocacy groups and effectively communicates the unique value proposition of ABLE savings plans.
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The Senior Project Manager leads a portfolio of real estate and facilities projects by securing and managing project resources to ensure projects are completed on time, within budget, to stakeholder requirements and with minimal operational disruption.
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Title: manager Company: Ascensus
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