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Ascensus
- Dresher, PA / Boston, MA / Charleston, SC / 1 more...
Partners with internal staff, plan sponsors, advisors and other company representatives to provide a positive customer experience, creating value with every customer contact in a cross functional environment that includes, but is not limited to, establishing new and integrating existing plans to PAi for third party administration services. Competencies Team Success Custom
Posted 21 days ago
Ascensus
- Jacksonville, FL / Baxter, MN / Dresher, PA / 3 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. Section 1 Position
Posted 21 days ago
Ascensus
- Dresher, PA / Boston, MA / Charlotte, NC / 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 Respon
Posted 22 days ago
Ascensus
- Minneapolis, MN / Duluth, MN / Philadelphia, PA
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 26 days ago
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 27 days ago
Ascensus
- Woodcliff Lake, NJ / Austin, TX / 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 27 days ago
Ascensus
- Austin, TX / Atlanta, GA / Charlotte, NC / 1 more...
Responsible for regional strategy, results, actuarial consulting, and coordination of the business development and relationship management activities associated with the southeast Defined Benefit practice. (We would considered candidates that qualify for a management/director level opportunity .) We are hiring for one position but have multiple postings for marketing purp
Posted 27 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 27 days 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 28 days 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 28 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 Perfor
Posted 1 month 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 1 month 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 1 month ago
Ascensus
- Dresher, PA / Boston, MA / Chicago, IL / 2 more...
This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Retirement Services Consultant will develop and maintain a detailed understanding 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 wi
Posted 1 month ago
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