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Manage functions of plan off boarding from Ascensus. Acts as a Liaison between the client, financial advisor, financial partner and Ascensus. Establish positive working relationship while helping the client through the off boarding process. Accountable for delivering multiple off boarding projects on time, within budget, and within project scope. Job Functions, Essential
Posted 1 day ago
Ascensus
- Boston, MA / Charlotte, NC / Philadelphia, PA / 1 more...
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 2 days ago
Ascensus
- Dresher, PA / Las Vegas, NV / Philadelphia, PA / 1 more...
The Client Service Representative is responsible for processing financial transactions and customer requests at a high rate of quality and productivity into 529 college savings plans. This role is responsible for following a variety of documented product procedures and matrices for multiple partners. The Candidate must be able to work in a high paced environment and work.
Posted 6 days ago
Ascensus
- Sacramento, CA / Bakersfield, CA / Los Angeles, CA / 1 more...
Total Benefit Communications (TBC), an Ascensus company, specializes in employee benefit communication and education services throughout the United States. Our highly qualified professionals help companies meet their enrollment goals efficiently and effectively, while ensuring employees understand their plan, health and wellness benefits, appreciate their options, and pre
Posted 7 days ago
Ascensus
- Austin, TX / Akron, OH / Charleston, SC / 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. Job Summary NQ Pla
Posted 7 days ago
Ascensus
- Greensboro, NC / Lake Mary, FL
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. Section 1 Position
Posted 8 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. Job Summary Assist
Posted 12 days 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 Today
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 7 days ago
The Operations Associate will support the team in providing a high level of service to both internal and external clients. The Operations Associate will provide timely and accurate processing of specified operational activities within the Department, focusing on meeting daily/weekly/monthly SLAs. The role also involves understanding operational workflows as it relates to
Posted 7 days ago
Ascensus
- Austin, TX / Boston, MA / Charlotte, NC / 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. Job Summary Manage
Posted 8 days ago
Ascensus
- Dresher, PA / 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 7 days ago
Ascensus
- Boston, MA / Dresher, PA / Newton, MA / 1 more...
The Content Specialist will be responsible for strategy, content development, execution, and oversight related to key Marketing campaigns and initiatives. Through consultation, creativity, and a focus on sound UX, this individual will be responsible for collaborating with key stakeholders to implement effective communications plans and crafting copy that drives desired ou
Posted 9 days ago
Ascensus
- Minneapolis, MN / Atlanta, GA / Charlotte, NC / 1 more...
This position provides client service to our partners, intermediaries and plan sponsors. The Retirement Services Consultant will develop and maintain a detailed comprehension of retirement plans and Ascensus products and services with the goal of helping our clients manage their retirement plans appropriately. The Retirement Service Consultant works with the Relationship
Posted 9 days 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 10 days ago
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