Ascensus

The Document Specialist is responsible for drafting, auditing, and delivering prototype documents for new business plans, amendments, and terminations. This role requires timely and accurate processing of activities while adhering to strict confidentiality and audit procedures. | A four-year degree or equivalent is required, with a preference for a degree in Business, Finance, or a related field. Familiarity with MS-Office applications and the ability to work overtime as needed are also important. | Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Section 1: Position Summary Plan Document Unit/DCS: The Document Specialist is responsible for prototype document drafting, audits and delivery for new business plans (on-boarding), provisional plan amendments (existing plans) and termination amendments (departing plans). This associate will provide timely and accurate processing of specified activities within the Department, focusing on meeting daily/weekly/monthly team metrics. Document Integrity Group: The Document Specialist is responsible for document-to-system updates and audits for New Business plans (on-boarding, Plan Rules Audit) and provisional plan amendments (existing plans). This associate will provide timely and accurate processing of specified activities within the Department, focusing on meeting daily/weekly/monthly team metrics. Section 2: Job Functions, Essential Duties and Responsibilities 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. The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture. Assist team members in meeting unit goals and stated service levels Successfully monitor and follow-up on assigned items; including determining appropriate action for resolution of client issues and completing work items timely Manage deadlines and work within allotted timeframes Respond to internal customer inquiries Demonstrate ability to identify, review and analyze discrepancies and questionable procedures within the unit and division by proposing written and verbal resolutions Develop and expand qualified plan knowledge by attending Ascensus document training, reading Ascensus newsletters and reference services, and other items as directed by your supervisor Provide accurate and efficient administrative support for unit, as needed, by reviewing correspondence, assembling document kits, and assisting with mass projects. Document all verbal and written communication in appropriate systems and locations Performs other duties and special projects as assigned Adhere to strict audit procedures to ensure confidentiality of client information Serve as a resource for effectively responding to internal client inquiries within 24 hours Plan Document Unit/DCS Prepare adoption agreements and plan document kits for all Plan Document work items by accurately entering, generating and assembling of document kits through the Plan Adoption System. Review additional requested changes to determine if changes are appropriate. Audit adoption agreement and plan document kits for all Plan Document work items by accurately reviewing the documents against the PEK, Amendment Request or Web Comments. Ensure plans are set for accurate delivery method according to process and procedures. Evaluate returned documents for all Plan Document work items to confirm all documents were received and fully executed. Provide basic document knowledge support to service and other operation teams when assistance is requested. Assist on projects and initiatives impacting Plan Document related tasks. DCS Additional Duties Enters and/or processes employer plan data into client database Maintain team statistical data, supports billing and finance tasks as needed Verify client information and plan information has been created accurately and processed through the customer relationship management system Responsible for accurately compiling all the required documents to be delivered to the clients via hard copy or electronically and verifying the data within the document kits. Document Integrity Group Review/maintain settings to ensure recordkeeping system is consistent with plan level documentation provided. Confirm recordkeeping system settings for new business plans are accurate based on plan elections and established processes/procedures. Provide basic ‘trouble shooting’ support to service teams and other operations teams when assistance is requested. Assist on projects and initiatives impacting DIG related tasks. Supervision N/A Section 3: Experience, Skills, Knowledge Requirements Skills/Competencies: The candidate must be able to demonstrate the skills/competencies as listed below. Ability to communicate effectively (clear, concise, professionally) with all levels within the Ascensus organization Demonstrates ability to document procedures that are clear and easy to understand. Effectively solve problems with direction utilizing resources/ procedures for a specific process, with a defined resolution. Ability to focus and understand details on specific tasks while understanding to a limited extent the identified implications to the entire process associated with the task. Address conflicts within team (direct circle of influence) related to tasks/processes for which they have direct ownership. Make decisions on participant or plan level transactions based on precedent (assistance may be required). Ability to work efficiently with a pre-defined schedule or set of existing priorities, but also able to be flexible if a situation calls for it. Responsible for managing own tasks. Ability to work well independently on specific tasks. Develop and maintain rapport with others, demonstrates sensitivity and respect for others. Completes daily work as assigned. Will seek out opportunities to assist peers with daily volumes. Will take on additional departmental responsibilities when assigned. Additional Requirements: Four year degree or equivalent required. Bachelor’s degree in Business, Finance or related field preferred. Familiarity MS-Office software applications, including Excel, PowerPoint, Word, & Visio Ability to work overtime and meet the needs of cyclical trends of the business organization We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. Ascensus helps millions of people save for a better future. What makes any career at Ascensus so rewarding? Collaborative, idea-sharing environment Professional Development with in-house training and tuition reimbursement Generous reward programs Paid time off Medical, dental & vision benefits Health Savings Account with employer contribution up to $1,100 401(k) & 529 college savings match programs Volunteer and charitable-giving programs Business casual dress

Drive retirement plan sales growth by advising financial professionals, coordinating sales efforts, and maintaining industry knowledge. | 7-10 years retirement plan industry or 3-5 years wholesaling experience, proven sales success, Series 6 and 63 licenses (or ability to obtain), strong communication and time management skills. | Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. 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 calls as requested. There is only one position. Candidate must live in Minneapolis surrounding area or in Wisconsin. Responsibilities: Strong, in-depth ERISA and plan design knowledge Ability to discuss industry trends with high end DC focused Financial Professionals Ability to learn multiple platform/product solutions; assist Financial Professionals with a “needs analysis” to ensure recommending the appropriate solution Strong knowledge of key competitors with the ability to highlight our competitive advantages without “negative selling” Establish and maintain productive, working relationships with Financial Professionals with the goal of earning their retirement plan business Coordinate wholesaling efforts with Ascensus Internal Sales Coordinator (ISC’s/internal sales) and ASC Internals to maximize coverage and effectiveness Remain current on industry, technical and product knowledge. Complete management reports, expense reports and other special tasks as requested. Conduct a minimum of sixty (60) meetings per month, 45 with Financial Professionals and document meetings in CRM Maintain a Top 150 list Financial Professionals” to help develop territory practices/geographic rotation Ability to discuss Fiduciary [3(21)] Solutions, including various mutual fund share classes and impact on plan/cost Ability to discuss in detail operating expenses of investment products, impact of certain share classes on overall “cost” of services to Financial Professionals and Employers Assist existing employers and Financial Professionals in the retention of current business (as needed) Excellent written and oral communication skills Strong working relationships with DCIO firms in region to promote our solutions to Financial Professionals Participation, as needed, in “finals presentations” 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. The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture. Other duties as assigned Minimum Requirements: 7-10 years of experience in the retirement plan industry or 3-5 years experience in a wholesaling role in the retirement plan industry Proven successful sales experience of full service defined contribution recordkeeping and administrative services Over-night travel is required Superior time management skills required Ability to operate effectively in a fast-paced, unsupervised environment Series 6 and 63 (or the ability to obtain within six months of employment) The national average salary range for this role is $120K-160K in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. Ascensus helps millions of people save for a better future. What makes any career at Ascensus so rewarding? Collaborative, idea-sharing environment Professional Development with in-house training and tuition reimbursement Generous reward programs Paid time off Medical, dental & vision benefits Health Savings Account with employer contribution up to $1,100 401(k) & 529 college savings match programs Volunteer and charitable-giving programs Business casual dress

Provide customer service and process account-based employee benefit plan requests via phone, email, or chat in a call center environment. | High school diploma or GED, bilingual English/Spanish, 1+ year call center or customer service experience preferred, computer proficiency, and ability to complete video interview assessment. | Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Ascensus is the largest independent retirement and Government Savings services provider in the US, 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 individuals who want to learn our business, embrace our core values, and work within a team environment. If you can see every interaction as an opportunity to achieve client satisfaction, we want to talk with you! Video Interviewing: As part of our Call Center hiring efforts, we're using a video screening process. To learn more and to help prepare for this, click here! This is a temporary position with the possibility of converting to full time based on company need and performance. The hourly rate is $19. Class start dates are: • 12/10 • ***These positions are 100% fully remote**** The first 2 weeks consist of training from 10:00 am to 6:30 pm EST. After training is complete, you will be offered one of the shifts below (times are in Eastern Standard Time): Late Shift • 12:30 pm to 9:00 pm • 1:30 pm to 10:00 pm • 2:30 pm to 11:00 pm The Call Center Representative position is responsible for customer service and processing for account-based employee benefit plans within our service center teams. Service center teams are accountable for servicing Flexible Spending Accounts (FSA), 529 Educational Savings accounts, Qualified Plan Retirement accounts and State Sponsored Retirement Program accounts. Associates will handle requests from participants, financial advisors, and plan administrators seeking information or executing requests on specific accounts, products or plans. They are responsible for providing high quality service to all callers using phone, email or chat. Call Center Representatives handle requests provide explanations regarding benefits and plan provisions, review claims information and update account owner contacts using provided processes. The associate provides excellent customer service through phone calls, emails and/or online chat and supports efficient administration of plans and department practices. Essential Functions Movement between service center roles, described above may take place to support business needs and seasonal volume, throughout the year. Training would be provided, prior to any movement to support a new product. The requirements listed are representative of the knowledge, skills, and/or ability required. Other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Below functions are across all roles. • Examine, review, process, calculate and (a) pay claims based on information, plan design, insurance filings, documentation and reports; or (b) administer payments based on plan information and documentation, in a timely manner. • Respond to all account owners and participant phone inquiries and requests in a timely and accurate manner. Meet department and individual service levels and quality goals and support department business objectives. Proactively engage participants, anticipate their needs, offer assistance and solutions. • Process financial and non-financial transactions timely and accurate. • Demonstrate flexibility and team-orientation. • Comply with plan document provisions, regulations, guidelines and company procedures. Maintain confidentiality and keep department, client and participant HIPAA compliant. 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. Required Education and Experience • Bilingual in English/Spanish is required • High school diploma or GED, and further applicable education or equivalent experience. • 1+ years of call center or customer service experience preferred • Ability and proficiency with Microsoft Office and Excel applications, and claims processing or benefit card systems. • Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smart phone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast. • Computer proficiency is required • Excellent listening, verbal and written skills • Detail oriented, flexible, and self-motivated Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

The IRA Customer Service Specialist is responsible for delivering exceptional customer service to IRA Owners and providing operational support. This includes processing applications, verifying documentation, and responding to inquiries regarding IRA accounts. | Candidates should have a bachelor's degree in business or related experience, along with knowledge of the financial services industry and IRA products. Proficiency in Microsoft Office and a Certified IRA Services Professional (CISP) certification is a plus. | Section 1: Position Summary The IRA Customer Service Specialist position is accountable for delivering exceptional customer service that exceeds IRA Owner expectations in all contact interactions. This position requires an advanced level of Traditional and Roth IRA knowledge and is primarily responsible for providing front-line call center and operational process support to IRA Owners. The IRA Customer Service Specialist processes applications, verifies documentation, processes distribution requests, rollovers from 401k plans, pulls fees, and replies to IRA owner inquiries. Section 2: Job Functions, Essential Duties and Responsibilities 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. Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture. Provide technical and operational assistance to IRA Owners Assist all IRA Owners with back-office functions Interact directly with IRA Owners, answering questions and offer guidance regarding IRA accounts as well as the regulations surrounding them Process IRA Service Agreements Data input and verification of all customer information pertaining to the initial application Process distribution requests correctly and within the service levels defined within partner agreements and operational goals Scan all data into the optical imaging system Perform a variety of tasks related to opening, maintaining and closing out IRA accounts Take initiative to continuously develop skills and industry knowledge to enhance the value of all customer interactions Recommend and implement continuous improvements to back office processes identified through daily interaction with customers and internal operations teams Perform other duties and special projects as assigned Assist with other tasks and projects as assigned Supervision N/A Section 3: Experience, Skills, Knowledge Requirements Communication Skills - Communicates regularly with both peers and colleagues in other business units. Demonstrates ability to document procedures that are clear and easy to understand. Effectively communicates with clients on specific tasks. Technical Knowledge - Minimal ERISA knowledge or job specific technical knowledge required. Demonstrates proficiency of assigned tasks underpinning operational function. Problem Solving- Effectively solves problems with direction utilizing resources/procedures for a specific process, with a defined resolution. Detail Oriented Vs. Big Picture- Generally focuses and considers details on specific tasks while aware of the identified implications to the entire process associated with the task. Conflict Resolution - Addresses conflicts within team (direct circle of influence) related to tasks/processes for which they have direct ownership. Training/Mentoring - Is generally trained/mentored and has the ability to train a fellow associate on specific tasks. Risk Taking/Decision Making - Makes decisions on a participant or plan level transaction based on precedent (assistance may be required). Planning/Organizing - Generally plans 1-2 days in advance in order to meet specific tasks as defined. Generally planning for self only and vacation back-up as needed. Organized so that specific items can consistently be retrieved quickly. Time Management/Prioritization - Works most efficiently with a pre-defined schedule or set of existing priorities, but able to be effectively flexible if a situation calls for it. Needs assistance dealing with conflicting priorities. Capable of managing individual tasks Work Style - Works well independently on specific tasks. Requires some direction in more complicated or out of the box tasks. Able to develop and maintain rapport with others, demonstrates inclusiveness and respect for others. Initiative/Work Ethic - Completes daily work as assigned. Will seek out opportunities to assist peers with daily volumes. Independently identify areas of processing that could be improved and acted upon. Will take on additional departmental responsibilities when assigned. Bachelor’s degree in business is preferred or industry related work experience to commensurate to the position Knowledge of financial services industry and IRA products Proficiency with PC’s including Microsoft Office software applications Certified IRA Services Professional (CISP) a plus We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. Ascensus helps millions of people save for a better future. What makes any career at Ascensus so rewarding? Collaborative, idea-sharing environment Professional Development with in-house training and tuition reimbursement Generous reward programs Paid time off Medical, dental & vision benefits Health Savings Account with employer contribution up to $1,100 401(k) & 529 college savings match programs Volunteer and charitable-giving programs Business casual dress

Provide high-quality customer service via phone, email, and chat to support account-based employee benefit plans, process transactions, and maintain compliance. | High school diploma or GED, 1+ years call center or customer service experience preferred, proficiency with Microsoft Office and Excel, strong communication and detail orientation. | Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Ascensus is the largest independent retirement and Government Savings services provider in the US, 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 individuals who want to learn our business, embrace our core values, and work within a team environment. If you can see every interaction as an opportunity to achieve client satisfaction, we want to talk with you! The hourly rate is $19. Class start date is 11/5/25 ****These positions are 100% fully remote**** Video Interview Process: As part of our Call Center hiring efforts, we're using a video screening process. To learn more and to help prepare for this, click here! The first 4-6 weeks consist of training from 10:00 am to 6:30 pm EST. After training is complete, the shifts offered will be: 9:00am to 5:30pm EST 10:30 to 7:00pm EST 11:00 to 7:30pm EST 11:30am to 8:00pm EST The Call Center Representative position is responsible for customer service and processing for account-based employee benefit plans within our service center teams. Service center teams are accountable for servicing Flexible Spending Accounts (FSA), 529 Educational Savings accounts, Qualified Plan Retirement accounts and State Sponsored Retirement Program accounts. Associates will handle requests from participants, financial advisors, and plan administrators seeking information or executing requests on specific accounts, products or plans. They are responsible for providing high quality service to all callers using phone, email or chat. Call Center Representatives handle requests provide explanations regarding benefits and plan provisions, review claims information and update account owner contacts using provided processes. The associate provides excellent customer service through phone calls, emails and/or online chat and supports efficient administration of plans and department practices. Essential Functions Movement between service center roles, described above may take place to support business needs and seasonal volume, throughout the year. Training would be provided, prior to any movement to support a new product. The requirements listed are representative of the knowledge, skills, and/or ability required. Other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Below functions are across all roles. Examine, review, process, calculate and (a) pay claims based on information, plan design, insurance filings, documentation and reports; or (b) administer payments based on plan information and documentation, in a timely manner. Respond to all account owners and participant phone inquiries and requests in a timely and accurate manner. Meet department and individual service levels and quality goals and support department business objectives. Proactively engage participants, anticipate their needs, offer assistance and solutions. Process financial and non-financial transactions timely and accurate. Demonstrate flexibility and team-orientation. Comply with plan document provisions, regulations, guidelines and company procedures. Maintain confidentiality and keep department, client and participant HIPAA compliant. 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. Required Education and Experience High school diploma or GED, and further applicable education or equivalent experience. 1+ years of call center or customer service experience preferred Ability and proficiency with Microsoft Office and Excel applications, and claims processing or benefit card systems. Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You’ll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You’ll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast Ability to handle stressful situations regarding urgent customer needs. Advanced proficiency with Excel and database applications, including formatting and formulas. Computer proficiency is required Excellent listening, verbal and written skills Detail oriented, flexible, and self-motivated Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. Ascensus helps millions of people save for a better future. What makes any career at Ascensus so rewarding? Collaborative, idea-sharing environment Professional Development with in-house training and tuition reimbursement Generous reward programs Paid time off Medical, dental & vision benefits Health Savings Account with employer contribution up to $1,100 401(k) & 529 college savings match programs Volunteer and charitable-giving programs Business casual dress

Support sales growth internally and externally by developing partnerships, conducting presentations, coaching sales teams, and cultivating new business with financial advisors in a hybrid role. | 6+ years sales experience in retirement or financial services, strong knowledge of retirement plans and ERISA, excellent communication and presentation skills, and ability to work in a hybrid environment. | 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 together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry’s largest in-house ERISA teams. Learn more at FuturePlan.com. Section 1: Position Summary The Regional Sales Consultant is a hybrid role. The role will be expected to be an internal support to an external sales professional to achieve territory-specific goals for part of their time and the other part of their time, they will be in territory expected to create their own partners and sales opportunities. Section 2: Job Functions, Essential Duties and Responsibilities Act in Business Development Consultant (BDC) capacity – supporting overall sales growth and most specifically within territories and dedicated Regional Vice Presidents (RVPs). Approximately 50% of time. • Communicate and drive activity to develop new and cultivate existing partnerships within our institutional and business to business channels including advisors, wholesalers, DCIO & clients. • Leads sales initiatives for advisors and centers of influence for assigned states and direct sales (i.e. desk to desk opportunities) • Conducts sales and product presentations to all intermediaries. • Provide coaching and guidance to overall Sales Team • Work to continuously develop market knowledge and understanding to drive activity to help support the business plans of our sales consultants. • Help coordinate, support and facilitate advocacy for local industry events to expand relationship building, increase education, share knowledge, and drive new business. • Leverage FuturePlan’s investment in innovative and best in class tools, resources, training, and industry expertise to manage business opportunities and increase proposal activity to expand our brand and services among our business communities • Support the Sales Consultant team by enhancing productivity and accessibility to positively influence overall sales effectiveness by establishing a model of proactive engagement with influencers. • To help measure, monitor and support progress toward business development initiatives in assigned territories and assist in meeting sales goals by collaborating and developing business plans to help identify and drive critical activity. • To help create and facilitate the delivery of proposals to required parties. To help update and manage the sales lifecycle of the business pipeline. To help interpret trends, monitor campaigns, promotions and help focus activity accordingly within our advisor channels. • Help provide plan design consultation support and be able to identify areas of opportunity for business partners to close more business. • Partner with onboarding team to enhance the customer experience during the sales process at various stages including paperwork, client documentation, and plan design consultations to help efficiently bring in new plans. • To develop an increased knowledge of Retirement Plans, plan design and our industry through continued training. • Efficiently use all internal systems, resources and tools including: Outlook, Word, PowerPoint, Excel, Internet, CRMs, resources and technology. Act in Regional Vice President (RVP) capacity – actively cultivate new business & selling to advisors and partners in territory – will have a personal sales target. Approximately 50% of time. • Create new relationships and cultivate existing with advisors in territory to expand the FuturePlan footprint in territory. • Discuss industry trends with Financial Advisors • Assist Financial Advisors with a “needs analysis” to ensure the appropriate solution • Strong knowledge of key competitors with the ability to highlight our competitive advantages • Establish and maintain productive, working relationships with Financial Advisors with the goal of earning their retirement plan business • Discuss in detail operating expenses of investment products, impact of certain share classes on overall “cost” of services to Financial Advisors and Employers • Assist existing employers and Financial Advisors in the retention of current business (as needed) • Strong working relationships with DCIO firms in region to promote our solutions to Financial Advisors • 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. • At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always®. They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day. Supervision • N/A Section 3: Experience, Skills, Knowledge Requirements Internal • Associate or Bachelor’s degree in Business, Marketing, Sales or equivalent combination of education and experience. • 6+ years’ experience in sales, retirement plan services, or financial services • Proven successful sales experience (internal or external) of retirement administrative services • Strong communication, organization, and relationship-building skills. • Highly motivated self-starter with a collaborative mindset. • Comfortable working in a hybrid environment with remote flexibility. • Customer service focused • Excellent analytical and problem resolution skills • Ability to work well under pressure with multiple priorities and deadlines • Comprehensive knowledge of retirement plans with knowledge of IRS and ERISA regulations • Able to effectively render sound advice and judgment within company guidelines and ERISA rules • Working knowledge of 401(k), 403(b), defined benefit and cash balance plans. • Contribute to sales organization by utilizing strong work ethic and strong solutions-oriented skills. • Must possess excellent presentation skills • Proficient in CRM systems and Microsoft Office Suite. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. 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. Please ensure that you are able to meet these expectations before applying. We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

Develop and expand business partnerships within institutional and B2B channels, support sales teams, deliver presentations, and manage sales pipeline to drive growth in retirement plan services. | 6+ years in retirement and financial services industries, strong communication and analytical skills, knowledge of retirement plans and ERISA regulations, proficiency in MS Office, and ability to support sales initiatives. | 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 together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry’s largest in-house ERISA teams. Learn more at FuturePlan.com. Section 1: Position Summary The primary purpose of the Business Development Consultant is to broaden relationships among our internal and external business partner communities. We strive to consistently support and expand critical business development activity and help maximize the growth potential of FuturePlan sales teams to help reach our firm goals. Our vision is to deliver a uniquely better overall business experience while working proactively with our partners to deepen our value as their preferred choice in the marketplace. We aim to propel relationships utilizing FuturePlan services by improving the overall sales experience along each step of the client and transaction lifecycle toward increased advocacy by our peers and greater brand recognition. Section 2: Job Functions, Essential Duties and Responsibilities • Communicate and drive activity to develop new and cultivate existing partnerships within our institutional and business to business channels including advisors, wholesalers, DCIO & clients. • Leads sales initiatives for advisors and centers of influence for assigned states and direct sales (i.e. desk to desk opportunities) • Conducts sales and product presentations to all intermediaries. • Provide coaching and guidance to overall Sales Team • Work to continuously develop market knowledge and understanding to drive activity to help support the business plans of our sales consultants. • Help coordinate, support and facilitate advocacy for local industry events to expand relationship building, increase education, share knowledge, and drive new business. • Leverage FuturePlan’s investment in innovative and best in class tools, resources, training, and industry expertise to manage business opportunities and increase proposal activity to expand our brand and services among our business communities • Support the Sales Consultant team by enhancing productivity and accessibility to positively influence overall sales effectiveness by establishing a model of proactive engagement with influencers. • To help measure, monitor and support progress toward business development initiatives in assigned territories and assist in meeting sales goals by collaborating and developing business plans to help identify and drive critical activity. • To help create and facilitate the delivery of proposals to required parties. To help update and manage the sales lifecycle of the business pipeline. To help interpret trends, monitor campaigns, promotions and help focus activity accordingly within our advisor channels. • Help provide plan design consultation support and be able to identify areas of opportunity for business partners to close more business. • Partner with onboarding team to enhance the customer experience during the sales process at various stages including paperwork, client documentation, and plan design consultations to help efficiently bring in new plans. • Performs other duties and special projects as assigned. • To develop an increased knowledge of Retirement Plans, plan design and our industry through continued training. • Efficiently use all internal systems, resources and tools including: Outlook, Word, PowerPoint, Excel, Internet, CRMs, resources and technology. • 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. • Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture. • Scheduled Travel with External Sales partners including conferences and advisor meetings at least once a year. • Assist with other tasks and projects as assigned Supervision • N/A Section 3: Experience, Skills, Knowledge Requirements • Associate or Bachelor’s degree in Business, Marketing, Sales or equivalent combination of education and experience. • 6+ years’ experience in the retirement industry • 6+ years’ experience in the financial services industry • Excellent written and oral communication skills • Customer service focused • Comprehensive knowledge of retirement plans with knowledge of IRS and ERISA regulations • Excellent analytical and problem resolution skills • Ability to work well under pressure with multiple priorities and deadlines • Able to effectively render sound advice and judgment within company guidelines and ERISA rules • Proficiency in MSOffice software applications, specifically Excel • Contribute to sales organization by utilizing strong work ethic and team communication. • Strong solutions-oriented skills. • Must possess excellent interviewing and demonstration skills. We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

Process financial transactions and customer requests for 529 college savings plans while meeting productivity and quality standards in a high-paced environment. | 1-2 years professional experience preferred, strong analytical and communication skills, detail oriented, PC proficient, and a high school diploma or equivalent. | Position Purpose: 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. A degree of decision making is essential to this position. Overtime may be required. This is a fully remote temporary role starting in September and ending in the beginning of February. Training Shift: 10:00am -6:30pm EST Shifts After Training: • 10:00am EST to 6:30pm EST • 11:00am EST to 7:30pm EST Essential Duties and Responsibilities: Productivity/Quality • Process a diverse range of financial and non-financial transactions including but not limited to: • New Account Set Up • Account Contributions • Account Disbursements • Fund Transfers and Exchanges • Client Correspondence • Consistently meet productivity, timeliness, and quality standards. • Periodically assist or coordinate support for other functional units. • Perform quality assurance on transactions processed by peers. • Overtime during some weekends and holidays may be required. Training/Job Knowledge • Complete core corporate training and develop solid knowledge of systems. • Provide input into new department policies and procedures. • Consistently improve job knowledge to advance service capabilities through training and self study. • Learn and follow plan rules and procedures that vary by partner/plan Workflow/Process Improvement • Recommend improvements to applications, workflows, and procedures. • Staff are required to come up with project ideas to improve departmental functions and are measured on their input to the process. Team Work • Ability to provide constructive feedback to team members as a result of performing quality assurance on team members work. • Willingness to work as a team and provide quality service to our clients. • Assist management during busy periods to mentor and evaluate temporary staff. • 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. • The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture. Minimum Requirements: • 1 to 2 years' experience in a professional work environment preferred. • Strong analytical, problem solving, organizational, interpersonal, and communication skills. • Detail oriented, PC/keyboard proficient, flexible, self-motivated, ability to multitask and work well under pressure. • High school diploma or equivalent experience. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

Monitor data quality, build dashboards, identify data trends, share insights with stakeholders, and support data governance and security. | 5+ years with large data sets, 3+ years ETL experience, 4+ years with mainstream databases (Oracle preferred), 3+ years scripting (Python), strong communication and data visualization skills. | At Ascensus, technology is 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 passion, building new and innovative platforms, creating programs founded in automation in agile frameworks, and driving existing and new markets—all of which supports the rapid growth of a dynamic industry leader. Section 1: Position Summary Ascensus is seeking an energetic, motivated individual as Senior Data Analyst to join our team. The Senior Data Analyst must have strong analytic skills, with good written, visual, and oral communication skills. The Senior Data Analyst will also be responsible for monitoring the overall Data Quality of their assigned areas and building reportable metrics to identify trends. This is a key position within ACS technology organization to support our Data Strategy. Section 2: Job Functions, Essential Duties and Responsibilities Establish and Define Data Governance Build Dashboards demonstrating overall Data Health Create Roadmap Features to clean and integrate Data Identify and Share Data Trends that inform new Features and Initiatives Regularly share Insights from the Data to both Technical and Business Stakeholders 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. Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day-to-day basis showing your support of our organizational culture. Supervision N/A Section 3: Experience, Skills, Knowledge Requirements Minimum Requirements: 5+ years of experience working with large data sets 3+ years of experience working with ETL processes 4+ years of experience working with mainstream Database platforms (Oracle Preferred) 3+ years working with a scripting language (ex Python) Interpersonal Skills: Data Analytics - able to look past the raw data and understand trends and outliers Build Presentations that persuade and inform Build relationships across all levels of the Organization Think in terms of Processes and Data Flows For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. 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. Please ensure that you are able to meet these expectations before applying. We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. Ascensus helps millions of people save for a better future. What makes any career at Ascensus so rewarding? Collaborative, idea-sharing environment Professional Development with in-house training and tuition reimbursement Generous reward programs Paid time off Medical, dental & vision benefits Health Savings Account with employer contribution up to $1,100 401(k) & 529 college savings match programs Volunteer and charitable-giving programs Business casual dress

The NQ Quality Assurance Analyst performs quality control measures for nonqualified administration and operations teams by conducting quality reviews of complex back-office transactional processing. This role involves identifying process irregularities, proposing resolutions, and collaborating with team members to improve processes. | A bachelor's degree is preferred, along with a minimum of 3 years of experience in the nonqualified industry or a related field. Proficiency in MS-Office applications and demonstrated project management skills are also required. | Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting 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 Summary Performs ongoing and collaborative quality control measures for the overall nonqualified administration and operations teams by conducting quality reviews of complex back-office transactional processing for nonqualified plans including but not limited to partner specific and earnings processing, risk mitigation reporting, deferral, and contribution processing, updating participant separation from service status and schedule changes. Section 2: Job Functions, Essential Duties and Responsibilities Ensures timely and accurate processing of assigned transactional tasks. Identifies, analyzes, and proposes resolution of process irregularities and inefficiencies. Supports NQ admin and operations teams with quality control measures across transactional work and processes. Identifies and escalates process gaps and platform shortcomings that arise and presents to admin and operations teams for review; proposes viable process and systematic solutions to resolve root cause issues. Provides reporting on defined basis (daily/weekly/monthly/annual) as required for key performance metrics and service level agreement adherence. Assists with testing of new system functionality related to transactional processing. Responsible for maintaining team process mapping and workflows. Collaborates with team members to continuously improve processes and meet team goals and objectives, while maintaining all applicable SLAs. Achieves service level goals as identified by leadership, successfully reports on assigned transactional tasks as defined by leadership. Responsible for protecting, securing, and properly handling all confidential data held by Newport/Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to the company or our clients. Ability to make sound business judgements while effectively balancing client needs and organizational considerations. Works under pressure to meet strict due dates/timelines with multiple priorities. Interacts and communicates clearly with all levels within the organization including senior management, team members, and internal clients related to transactional process flows and timeframes. Coordinates and runs meetings attended by senior-level personnel in internal and external environments. Assists with other tasks and projects as assigned. Focuses on learning in everyday activities and events. Collaborates with and openly shares knowledge with colleagues. Regular, reliable, and punctual attendance. Core Values of People Matter, Quality First and Integrity Always® are visible on a day-to-day basis showing support of our organizational culture. Supervision N/A Section 3: Experience, Skills, Knowledge Requirements Bachelor’s degree preferred, or equivalent work experience. Minimum of 3 years’ experience in nonqualified industry or related field is preferred. Demonstrated project management skills and inter-department experience and understanding. MS-Office software applications, including Excel, PowerPoint, and Word. COMPETENCIES Analytical Planning and Organizing Detail Oriented Collaboration Problem Solver Team Player Results Driven Time Management Initiative Written and oral communication skills TRAVEL Up to 5% 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. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. 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. Please ensure that you are able to meet these expectations before applying. We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. Ascensus helps millions of people save for a better future. What makes any career at Ascensus so rewarding? Collaborative, idea-sharing environment Professional Development with in-house training and tuition reimbursement Generous reward programs Paid time off Medical, dental & vision benefits Health Savings Account with employer contribution up to $1,100 401(k) & 529 college savings match programs Volunteer and charitable-giving programs Business casual dress

Provide proactive client service and issue resolution for retirement plan clients, support sales efforts, and maintain high client retention. | Bachelor's degree or equivalent, 1-3 years client experience in financial services preferred, strong communication and analytical skills, proficiency in MS Office, ability to work under pressure and in a team. | Position Purpose: This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Account Executive will develop and maintain a thorough understanding of retirement plans and Ascensus products and services with the goal of helping our clients manage their retirement plans appropriately. The Account Executive delivers exceptional service by taking ownership of client issues, providing subject matter expertise on day-to-day activities, and providing value added consulting resulting in high levels of client satisfaction and plan retention. Essential Duties and Responsibilities: •Develop a thorough understanding of our business, products and services. •Consistently deliver a high level of proactive client service in a professional manner. •Develop effective working relationships with team and internal departments to deliver effective service for our clients. •Provide thorough, high quality research, problem solving and issue resolution. •Weigh client perspective and business needs when addressing issues and identifying potential solutions. •Successfully identify, record, monitor, and close items for assigned clients. •Ensure inquiries and issues are resolved and service levels are met. •Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle. •Help drive increases in client retention by reacting appropriately to client communications and activities. •Achieve individual and team goals for service levels, growth and retention for assigned book of business. •Prioritize activities and manage time to effectively and efficiently provide quality client service to our partners and clients. •Respond to inquiries on the status of plan activity (compliance testing, quarterly statements, RMDs, etc.). •Produce, analyze, and distribute reporting on a regular basis to achieve individual and team goals. •Support the sales team in their efforts to attain more business. Provide references as requested. •Perform other duties and participate in special projects as assigned. Minimum Requirements •Bachelor’s degree or equivalent work experience. •Demonstrated ability to perform in a fast paced service environment. •1-3 years direct client experience in financial services preferred. •Strong written and verbal communication skills. •The ability to communicate effectively (clear, concise and professionally) with all levels within the Ascensus organization and with our client base. •Proficiency in MS Office software applications, specifically Word and Excel. •Strong analytical and problem resolution skills. •Ability to work in a team environment to ensure common goal of providing exceptional client service. •Ability to adapt to changing environment and shifting priorities as relates to business needs of organization and the client. •Ability to work well under pressure with multiple priorities and deadlines. •Sound business judgment in determining what issues need to be elevated to appropriate level of authority. •Ability to work overtime to meet the needs of the business unit. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. Ascensus helps millions of people save for a better future. What makes any career at Ascensus so rewarding? Collaborative, idea-sharing environment Professional Development with in-house training and tuition reimbursement Generous reward programs Paid time off Medical, dental & vision benefits Health Savings Account with employer contribution up to $1,100 401(k) & 529 college savings match programs Volunteer and charitable-giving programs Business casual dress

The Sr Billing Specialist is responsible for the timely and accurate monthly invoicing of all plans and processing of termination plans. This includes performing audits, reconciling fees, handling special invoice requests, and addressing billing inquiries. | Candidates should have a Bachelor's degree in accounting or finance and 3-5 years of relevant experience. Strong organizational, communication, and problem-solving skills are essential, along with a basic understanding of auditing concepts. | This position is primarily responsible for the timely and accurate monthly invoicing of all plans and the processing of termination plans. Essential Duties and Responsibilities: • Perform monthly audits of all asset and non-asset-based invoices for accuracy and completeness. • Reconcile fees for asset and non-asset-based plans to those fees listed in the service agreements. • Prepare fee processing requests based on service and compensation agreement terms. • Handle special invoice and manual invoice requests. • Prepare and review partner level invoice (s), if applicable. • Review service agreements for final invoicing of recordkeeping, miscellaneous and termination fees. • Process internal conversions. • Prepare monthly wire and quarterly plan receivable reconciliations, if applicable. • Reconcile final payments prior to plan liquidations. • Request termination refunds. • Address & resolve internal and external (i.e. Alliance Partner) billing and Finance inquiries, including invoice and report requests. • Assist with updating address/phone changes, update billing systems as needed. • Create and maintain documents/procedures as needed to meet Sarbanes - Oxley requirements. • Perform other duties and special projects as assigned by management. • 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. • The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day-to-day basis showing your support of our organizational culture. Minimum Requirements: · Bachelor's degree in accounting/finance or equivalent combination of training and experience preferred. · 3-5 years' experience with PC’s and MS Office software applications · Experience with AS400 and Oracle is preferred but not required · Detail oriented with strong organizational and time management skills. · Strong written and verbal communication skills · Strong interpersonal skills with internal and external clients · Ability to handle multiple priorities and meet deadlines · Ability to work independently as well as with a team in a fast-paced environment. · Basic understanding of auditing concepts, account reconciliation skills and math skills. · Proven problem-solving skills, along with an ability to quickly comprehend and analyze data. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. Ascensus helps millions of people save for a better future. What makes any career at Ascensus so rewarding? Collaborative, idea-sharing environment Professional Development with in-house training and tuition reimbursement Generous reward programs Paid time off Medical, dental & vision benefits Health Savings Account with employer contribution up to $1,100 401(k) & 529 college savings match programs Volunteer and charitable-giving programs Business casual dress

Provide exceptional client service by handling inbound calls, resolving inquiries, and maintaining accurate records. | Minimum 2 years of call center or customer service experience with strong communication and problem-solving skills. | Job Title: Call Center Representative Company Overview: Ascensus is the largest independent retirement and Government Savings services provider in the United States, dedicated to helping millions of Americans secure their financial futures. With a strong commitment to client service and innovation, Ascensus fosters a supportive and dynamic work environment where employees can thrive and grow. Role Overview: As a Call Center Representative at Ascensus, you will be the frontline ambassador for our clients, providing exceptional service and support. Your role is essential in ensuring client satisfaction by addressing inquiries, resolving issues, and guiding clients through their retirement and savings options. What You'll Do: - You will handle inbound client calls with professionalism and empathy, ensuring a positive experience. - You will provide accurate information about retirement and government savings products. - You will resolve client concerns efficiently, escalating complex issues when necessary. - You will document client interactions thoroughly and maintain accurate records. - You will collaborate with team members and other departments to enhance service delivery. - You will stay informed about product updates and industry regulations to provide current information. - You will contribute to continuous improvement initiatives by sharing client feedback. What You Bring: - You bring at least 2 years of experience in a call center or customer service role. - You have excellent communication skills, both verbal and written. - You possess strong problem-solving abilities and attention to detail. - You are comfortable using CRM software and other call center technologies. - You demonstrate patience, empathy, and a client-focused mindset. Bonus Points If You Have: - Experience in the financial services or retirement savings industry. - Knowledge of government savings programs and regulations. - Bilingual abilities, especially in Spanish. - Previous experience working in a high-volume call center environment. What We Offer: - We offer competitive salary and comprehensive benefits including health, dental, and vision insurance. - We offer opportunities for professional development and career advancement. - We offer a supportive and inclusive workplace culture. - We offer flexible scheduling options to support work-life balance. - We offer employee wellness programs and resources. Ready to Apply? To join our team at Ascensus as a Call Center Representative, please submit your resume and cover letter through our careers page or email us directly at careers@ascensus.com. We look forward to hearing from you!

Provide exceptional client service by handling inbound calls, resolving issues, and maintaining accurate records. | Minimum 2 years of call center or customer service experience, strong communication skills, problem-solving abilities, and familiarity with CRM software. | Job Title: Call Center Representative Company Overview: Ascensus is the largest independent retirement and Government Savings services provider in the United States, dedicated to helping millions of Americans secure their financial futures. With a strong commitment to client service and innovation, Ascensus fosters a supportive and dynamic work environment where employees can thrive and grow. Role Overview: As a Call Center Representative at Ascensus, you will be the frontline ambassador for our clients, providing exceptional service and support. Your role is crucial in ensuring client satisfaction by addressing inquiries, resolving issues, and guiding clients through their retirement and savings options with professionalism and care. What You'll Do: - You will handle inbound client calls with professionalism and empathy, ensuring a positive client experience. - You will provide accurate information about retirement and government savings products and services. - You will resolve client issues efficiently, escalating complex cases when necessary. - You will document client interactions thoroughly and maintain accurate records. - You will collaborate with team members and other departments to enhance service delivery. - You will stay informed about product updates and industry regulations to provide current information. - You will contribute to continuous improvement initiatives by sharing client feedback and suggestions. What You Bring: - You bring at least 2 years of experience in a call center or customer service role. - You have excellent verbal and written communication skills. - You possess strong problem-solving abilities and attention to detail. - You are comfortable using CRM software and other call center technologies. - You demonstrate a client-focused attitude and the ability to handle challenging situations calmly. Bonus Points If You Have: - Experience in the financial services or retirement savings industry. - Knowledge of government savings programs and regulations. - Bilingual abilities, especially in Spanish. - Previous experience working in a high-volume call center environment. What We Offer: - We offer competitive salary and comprehensive benefits including health, dental, and vision insurance. - We offer opportunities for professional development and career advancement. - We offer a supportive and inclusive workplace culture. - We offer flexible scheduling options to support work-life balance. - We offer employee wellness programs and resources. Ready to Apply? Please submit your resume and a cover letter detailing your relevant experience and why you are passionate about client service at Ascensus. We look forward to hearing from you!

Provide expert assistance and resolve complex inquiries related to Traditional, Roth, SEP, and SIMPLE IRAs while ensuring exceptional customer service. | Minimum 3 years of customer service experience in financial services with advanced IRA knowledge and strong communication skills. | Job Title: IRA Customer Service Specialist II Company Overview: Ascensus is a leading provider of retirement and college savings solutions dedicated to helping individuals and families achieve their financial goals. With a strong commitment to innovation and customer satisfaction, Ascensus offers a supportive and dynamic work environment where employees can grow and make a meaningful impact. Role Overview: As an IRA Customer Service Specialist II, you will play a critical role in delivering exceptional service to our clients by providing expert guidance on Traditional, Roth, SEP, and SIMPLE IRAs. Your advanced knowledge and customer-focused approach will ensure that client interactions exceed expectations and contribute to their financial well-being. What You'll Do: - You will provide expert assistance and resolve complex inquiries related to Traditional, Roth, SEP, and SIMPLE IRAs. - You will manage customer interactions across multiple channels, ensuring timely and accurate responses. - You will educate clients on IRA products, features, and regulatory requirements. - You will collaborate with internal teams to resolve issues and improve service delivery. - You will maintain detailed and accurate records of customer interactions and transactions. - You will stay current with industry regulations and company policies to ensure compliance. - You will identify opportunities to enhance the customer experience and contribute to process improvements. What You Bring: - Minimum of 3 years of experience in customer service within the financial services or retirement industry. - Advanced knowledge of Traditional, Roth, SEP, and SIMPLE IRA products and regulations. - Strong communication and interpersonal skills with the ability to handle complex customer situations. - Proficiency with CRM systems and Microsoft Office Suite. - Ability to work independently and as part of a team in a fast-paced environment. Bonus Points If You Have: - Experience with IRA account administration or processing. - Familiarity with financial compliance and regulatory standards. - Certification in retirement planning or related fields. - Bilingual skills or additional language proficiency. What We Offer: - We offer competitive salary and comprehensive benefits including health, dental, and vision insurance. - We offer opportunities for professional development and career advancement. - We offer a supportive and inclusive workplace culture. - We offer flexible work arrangements to support work-life balance. - We offer employee wellness programs and retirement savings plans. Ready to Apply? To join our team as an IRA Customer Service Specialist II, please submit your resume and cover letter through our careers page at www.ascensus.com/careers. We look forward to hearing from you!

Provide expert assistance and resolve complex inquiries related to Traditional, Roth, SEP, and SIMPLE IRAs while ensuring exceptional customer service. | Minimum 3 years of customer service experience in financial services with advanced IRA knowledge and strong communication skills. | Job Title: IRA Customer Service Specialist II Company Overview: Ascensus is a leading provider of retirement and college savings solutions dedicated to helping individuals and families achieve their financial goals. With a strong commitment to innovation and customer satisfaction, Ascensus offers a supportive and dynamic work environment where employees can grow and make a meaningful impact. Role Overview: As an IRA Customer Service Specialist II, you will play a critical role in delivering exceptional service to our clients by providing expert guidance on Traditional, Roth, SEP, and SIMPLE IRAs. Your advanced knowledge and customer-focused approach will ensure that client interactions exceed expectations and contribute to their financial well-being. What You'll Do: - You will provide expert assistance and resolve complex inquiries related to Traditional, Roth, SEP, and SIMPLE IRAs. - You will manage customer interactions across multiple channels, ensuring timely and accurate responses. - You will educate clients on IRA products, features, and regulatory requirements. - You will collaborate with internal teams to resolve issues and improve service delivery. - You will maintain detailed and accurate records of customer interactions and transactions. - You will stay current with industry regulations and company policies to ensure compliance. - You will identify opportunities to enhance the customer experience and contribute to process improvements. What You Bring: - Minimum of 3 years of experience in customer service within the financial services or retirement industry. - Advanced knowledge of Traditional, Roth, SEP, and SIMPLE IRA products and regulations. - Strong communication and interpersonal skills with the ability to handle complex customer situations. - Proficiency with CRM systems and Microsoft Office Suite. - Ability to work independently and as part of a team in a fast-paced environment. Bonus Points If You Have: - Experience with IRA account administration or processing. - Familiarity with financial compliance and regulatory standards. - Certification in retirement planning or related fields. - Bilingual skills or additional language proficiency. What We Offer: - We offer competitive salary and comprehensive benefits including health, dental, and vision insurance. - We offer opportunities for professional development and career advancement. - We offer a supportive and inclusive workplace culture. - We offer flexible work arrangements to support work-life balance. - We offer employee wellness programs and retirement savings plans. Ready to Apply? To join our team as an IRA Customer Service Specialist II, please submit your resume and cover letter through our careers page at www.ascensus.com/careers. We look forward to hearing from you!

Provide exceptional client service by handling inbound calls, resolving inquiries, and maintaining accurate records. | 1-2 years of call center or customer service experience, strong communication skills, problem-solving abilities, and proficiency with CRM software. | Job Title: Call Center Representative Company Overview: Ascensus is the largest independent retirement and Government Savings services provider in the United States, dedicated to helping millions of Americans secure their financial futures. With a strong commitment to client service and innovation, Ascensus fosters a supportive and dynamic work environment where employees can thrive and grow. Role Overview: As a Call Center Representative at Ascensus, you will be the frontline ambassador for our clients, providing exceptional service and support. Your role is essential in ensuring client satisfaction by addressing inquiries, resolving issues, and guiding clients through their retirement and savings options. What You'll Do: - You will handle inbound client calls with professionalism and empathy, ensuring a positive experience. - You will provide accurate information about retirement and government savings products. - You will resolve client concerns efficiently, escalating complex issues when necessary. - You will document client interactions thoroughly and maintain accurate records. - You will collaborate with team members and other departments to enhance service delivery. - You will stay informed about product updates and industry regulations to provide current information. - You will contribute to continuous improvement initiatives by sharing client feedback. What You Bring: - You bring at least 1-2 years of experience in a call center or customer service role. - You have excellent verbal and written communication skills. - You possess strong problem-solving abilities and attention to detail. - You are comfortable using CRM software and other call center technologies. - You demonstrate patience, empathy, and a client-focused mindset. Bonus Points If You Have: - Experience in the financial services or retirement savings industry. - Knowledge of government savings programs and regulations. - Bilingual abilities to support diverse client populations. - Proven track record of meeting or exceeding performance metrics. What We Offer: - We offer competitive salary and comprehensive benefits including health, dental, and vision insurance. - We offer opportunities for professional development and career advancement. - We offer a supportive and inclusive workplace culture. - We offer flexible scheduling options to promote work-life balance. - We offer employee wellness programs and recognition initiatives. Ready to Apply? Please submit your resume and a cover letter detailing your interest and qualifications for the Call Center Representative position at Ascensus through our careers page or via email at careers@ascensus.com.

Deliver exceptional customer service by handling complex IRA-related inquiries and resolving issues efficiently. | At least 3 years of customer service experience in financial services with advanced knowledge of IRA products and strong communication skills. | Job Title: IRA Customer Service Specialist II Company Overview: Ascensus is a leading provider of retirement and college savings solutions dedicated to helping individuals and families achieve their financial goals. With a strong commitment to innovation and customer satisfaction, Ascensus offers a supportive and dynamic work environment where employees can grow and make a meaningful impact. Role Overview: The IRA Customer Service Specialist II plays a critical role in delivering exceptional service to clients by providing expert guidance on Traditional, Roth, SEP, and SIMPLE IRAs. This position requires advanced knowledge of IRA products and regulations to ensure customer inquiries are resolved efficiently and accurately. What You'll Do: - You will handle complex customer inquiries related to Traditional, Roth, SEP, and SIMPLE IRAs with professionalism and accuracy. - You will provide clear and detailed explanations of IRA rules, regulations, and account options to customers. - You will resolve customer issues promptly while maintaining a high level of customer satisfaction. - You will collaborate with internal teams to ensure seamless account management and problem resolution. - You will document customer interactions and transactions accurately in the system. - You will stay updated on industry changes and regulatory requirements affecting IRA products. - You will assist in training and mentoring junior customer service specialists. - You will contribute to process improvements to enhance the overall customer experience. What You Bring: - You bring at least 3 years of experience in customer service within the financial services industry, specifically with IRA products. - You have advanced knowledge of Traditional, Roth, SEP, and SIMPLE IRA regulations and procedures. - You possess strong communication skills, both verbal and written, to effectively assist customers. - You demonstrate excellent problem-solving abilities and attention to detail. - You are proficient with customer relationship management (CRM) software and Microsoft Office Suite. - You have the ability to work independently and as part of a team in a fast-paced environment. Bonus Points If You Have: - You have experience with retirement plan administration or financial advising. - You hold relevant certifications such as Certified IRA Services Professional (CISP) or similar. - You have a background in compliance or regulatory affairs related to retirement accounts. - You are skilled in using advanced CRM tools and data analysis software. What We Offer: - We offer competitive salary and comprehensive benefits including health, dental, and vision insurance. - We offer opportunities for professional development and career advancement. - We offer a supportive and inclusive workplace culture that values diversity. - We offer flexible work arrangements to support work-life balance. - We offer employee wellness programs and retirement savings plans. Ready to Apply? To apply, please submit your resume and cover letter through our careers page at www.ascensus.com/careers. We look forward to learning how you can contribute to our team and help our customers achieve their retirement goals.

Provide exceptional client service by handling inbound calls, resolving inquiries, and supporting retirement and government savings plans. | 1-2 years of call center or customer service experience, strong communication skills, problem-solving abilities, and proficiency with CRM software. | Job Title: Call Center Representative Company Overview: Ascensus is the largest independent retirement and Government Savings services provider in the United States, dedicated to helping millions of Americans secure their financial futures. With a strong commitment to client service and innovation, Ascensus fosters a supportive and dynamic work environment where employees can thrive and make a meaningful impact. Role Overview: As a Call Center Representative at Ascensus, you will be the frontline ambassador for our clients, providing exceptional service and support. Your role is crucial in ensuring client satisfaction by addressing inquiries, resolving issues, and guiding clients through their retirement and savings options with professionalism and care. What You'll Do: - You will handle inbound client calls with professionalism, providing accurate information and timely solutions. - You will assist clients in understanding their retirement and government savings plans. - You will resolve client concerns efficiently while maintaining a positive client experience. - You will document client interactions and update account information accurately. - You will collaborate with team members and other departments to ensure seamless service delivery. - You will stay informed about product updates and industry regulations to provide knowledgeable support. - You will contribute to continuous improvement initiatives by sharing client feedback and suggestions. What You Bring: - You bring at least 1-2 years of experience in a call center or customer service role. - You have excellent communication skills, both verbal and written. - You possess strong problem-solving abilities and attention to detail. - You are comfortable using computer systems and CRM software. - You demonstrate empathy and patience when dealing with clients. Bonus Points If You Have: - Experience in the financial services or retirement savings industry. - Familiarity with government savings programs and regulations. - Bilingual skills to support a diverse client base. - Proven ability to handle high call volumes while maintaining quality service. What We Offer: - We offer competitive salary and comprehensive benefits including health, dental, and vision insurance. - We offer opportunities for professional growth and career advancement. - We offer a supportive and inclusive workplace culture. - We offer flexible scheduling options to support work-life balance. - We offer ongoing training and development programs. Ready to Apply? To join our team at Ascensus as a Call Center Representative, please submit your resume and cover letter through our careers page or email us directly at careers@ascensus.com. We look forward to hearing from you!

Provide expert IRA customer service, resolve complex inquiries, ensure compliance, collaborate with teams, document interactions, stay updated on industry trends, and mentor junior staff. | 3+ years IRA customer service experience, advanced IRA product knowledge, strong communication and problem-solving skills, proficiency with customer service software. | Job Title: IRA Customer Service Specialist II Company Overview: Ascensus is a leading provider of retirement and college savings solutions dedicated to helping individuals and families achieve their financial goals. With a strong commitment to customer service and innovation, Ascensus supports millions of clients nationwide through a comprehensive suite of IRA and savings products. Role Overview: As an IRA Customer Service Specialist II, you will play a critical role in delivering exceptional service to our clients by leveraging your advanced knowledge of Traditional, Roth, SEP, and SIMPLE IRAs. You will be the go-to expert for complex IRA inquiries, ensuring customer satisfaction and compliance with regulatory standards. What You'll Do: - You will provide expert guidance and support to customers regarding Traditional, Roth, SEP, and SIMPLE IRA accounts. - You will resolve complex customer inquiries and issues with professionalism and accuracy. - You will ensure compliance with all regulatory requirements and company policies in every customer interaction. - You will collaborate with internal teams to streamline processes and improve the customer experience. - You will document customer interactions thoroughly and maintain accurate records. - You will stay current with industry trends, regulations, and product updates to provide informed assistance. - You will assist in training and mentoring junior customer service specialists. What You Bring: - Minimum of 3 years of experience in IRA customer service or a related financial services role. - Advanced knowledge of Traditional, Roth, SEP, and SIMPLE IRA products and regulations. - Strong problem-solving skills and attention to detail. - Excellent communication and interpersonal skills. - Ability to manage multiple priorities in a fast-paced environment. - Proficiency with customer service software and Microsoft Office Suite. Bonus Points If You Have: - Experience with retirement plan administration or compliance. - Certification in financial services or retirement planning (e.g., CFP, CRPC). - Familiarity with CRM systems and data management tools. - Bilingual abilities to support diverse customer populations. What We Offer: - We offer a competitive salary and comprehensive benefits package. - We offer opportunities for professional growth and development. - We offer a supportive and inclusive work environment. - We offer flexible work arrangements to promote work-life balance. - We offer employee wellness programs and retirement savings plans. Ready to Apply? To join our team as an IRA Customer Service Specialist II, please submit your resume and cover letter through our careers page at www.ascensus.com/careers. We look forward to hearing from you!