by Terrance Ellis | Dec 9, 2025 | Uncategorized
Lead the relationships that keep retirement plans healthy and clients loyal. This fully remote Client Relationship Manager role lets you own a book of “big” and “elite” advisor retirement plans while working from home in Pennsylvania.
About Ascensus
Ascensus is a leading independent technology and service platform powering retirement and savings plans across America. Their tools and expertise help nearly 16 million people save for a better today and tomorrow. The culture is built around three clear values: People Matter, Quality First, and Integrity Always®, with a strong focus on long term client partnerships and high quality service.
Schedule
- Position: Client Relationship Manager
- Location: Remote – must reside in Pennsylvania (Philadelphia based posting)
- Employment type: Full time
- Hours: Standard Monday–Friday business hours, with flexibility based on client needs
- Work setup: Professional, uninterrupted home workspace and reliable high speed internet (25 Mbps+; higher if others share the connection)
What You’ll Do
- Serve as the primary relationship owner for “big” and “elite” advisor retirement plan clients and their financial professionals.
- Build and deepen relationships with day to day client contacts and C level decision makers to support plan health, communication, and long term retention.
- Take full ownership of escalated issues from clients and advisors, coordinating across internal departments to resolve problems quickly and cleanly.
- Act as an internal advocate for your clients, partnering with sales, service, operations, and compliance to deliver a coordinated experience.
- Review your book of business to spot retention risks and growth opportunities, building strategies especially for non elite advisors.
- Cross sell and educate plan sponsors and advisors on Ascensus products, features, processes, and services to drive organic growth and share of wallet.
- Compile and analyze client and advisor data, track communications and escalations, and recommend solutions that improve plan design and the overall Ascensus experience.
- Lead or participate in projects that add value to existing relationships and strengthen service models.
- Coordinate and run meetings (often with senior level attendees) to review plan status, address issues, and align on strategy.
- Stay current on regulatory, financial, accounting, operations, and compliance aspects that affect your client relationships.
What You Need
- Bachelor’s degree in business or a related field, or equivalent work experience.
- At least 7 years of experience in the retirement services industry or a closely related financial services field (preferred).
- At least 5 years of direct client relationship management experience in a financial services administrative environment.
- Industry certifications (ASPPA, CEBS, etc.) or active progress toward one are preferred.
- Strong analytical and problem solving skills, with the ability to make sound business judgments while balancing client needs and company interests.
- High attention to detail and the ability to produce accurate, high quality work under tight timelines.
- Excellent written and verbal communication skills, including experience presenting to groups and senior stakeholders.
- Proven ability to work independently while contributing to a highly cohesive, collaborative team.
- Proficiency with Microsoft Excel, Word, and PowerPoint.
- Comfort coordinating and leading meetings attended by senior level internal and external personnel.
- Ability to travel as needed for client and internal meetings.
Benefits
- Competitive, experience based compensation.
- Comprehensive medical, dental, and vision benefits.
- Retirement savings plans with company support.
- Paid time off and company holidays.
- Remote first structure with clear expectations and tools for success.
- Inclusive culture grounded in “People Matter. Quality First. Integrity Always.®”
Roles like this are built for experienced relationship owners who want real responsibility and long term client impact, not just a queue of tickets. If that’s you, don’t overthink it.
Happy Hunting,
~Two Chicks…
by Terrance Ellis | Dec 9, 2025 | Uncategorized
Own the relationship, not just the inbox. This role is all about being the go to partner for retirement plan clients and their financial advisors, keeping plans running smoothly and relationships strong so they stay and grow with Ascensus.
About Ascensus
Ascensus is a leading independent technology and service platform powering savings plans across America, helping nearly 16 million people save for a better today and tomorrow. The culture is built on three core values: People Matter, Quality First, and Integrity Always®. As a remote friendly employer, Ascensus focuses on strong support, clear processes, and a service mindset so you can do high impact work from a professional home setup.
Schedule
- Position: Client Relationship Manager
- Location: Remote, must reside in South Carolina (Charleston based posting)
- Type: Full time
- Hours: Standard business hours, Monday through Friday, with some flexibility based on client needs
- Remote requirements: Quiet, uninterrupted workspace during business hours, reliable childcare coverage, and internet speed of at least 25 Mbps (higher if others share the connection)
What You’ll Do
- Serve as the primary relationship owner for “big” and “elite” advisor retirement plan clients and their financial advisors.
- Build and maintain deep, proactive relationships with daily client contacts and C level decision makers.
- Provide consultative advice on plan design, product features, communication strategies, and best practices to support plan health and retention.
- Take ownership of escalated issues from clients and financial professionals, coordinating resolution across internal teams.
- Act as an internal advocate for your clients by partnering with sales, service, operations, compliance, and other departments.
- Review your book of business to identify retention risks and opportunities, creating strategies for both elite and non elite advisors.
- Cross sell and educate advisors and plan sponsors on Ascensus products, services, and processes to drive organic growth.
- Compile and analyze client data, track communications, and document escalations, identifying ways to enhance the overall Ascensus experience.
- Lead or participate in projects that add value to existing relationships and improve service models.
- Coordinate and run meetings (often with senior level stakeholders) to review plan status, address issues, and align on strategy.
What You Need
- Bachelor’s degree in business or related field, or equivalent work experience.
- At least 7 years of experience in the retirement services industry or a closely related financial services field (preferred).
- At least 5 years of direct client relationship management experience in a financial services administrative environment.
- Industry certifications (ASPPA, CEBS, etc.) or active progress toward one are preferred.
- Strong analytical and problem solving skills, with the ability to make sound business judgments.
- High attention to detail and the ability to produce high quality work under tight timelines.
- Excellent verbal and written communication skills, including experience presenting to groups and senior leaders.
- Proven ability to work independently while contributing to a highly cohesive, collaborative team.
- Proficiency with Microsoft Excel, Word, and PowerPoint.
- Comfort coordinating and leading meetings with senior internal and external stakeholders.
- Ability to travel as needed for key client meetings or internal events.
Benefits
- Competitive, experience based compensation.
- Comprehensive health, dental, and vision coverage options.
- Retirement savings plans with company support.
- Paid time off and company holidays.
- Remote work with clear expectations and strong infrastructure.
- Inclusive culture grounded in “People Matter. Quality First. Integrity Always.®”
Roles at this level don’t sit open forever, especially for candidates with real retirement and client facing experience. If this sounds like your next move, lean in.
Happy Hunting,
~Two Chicks…
by Terrance Ellis | Dec 9, 2025 | Uncategorized
Help administer corporate non qualified retirement plans from home while supporting clients across the country. This role sits at the heart of Ascensus’ client services team, keeping executive benefit plans accurate, compliant, and running smoothly behind the scenes.
About Ascensus
Ascensus is a leading independent technology and service platform powering savings plans across America. They help nearly 16 million people save for a better today and tomorrow, with a culture built on three core values: People Matter, Quality First, and Integrity Always®. As a remote friendly employer, they invest in strong processes, support, and tools so you can do focused work from a professional home setup.
Schedule
- Position: NQ Plan Administrator
- Location: Remote, must reside in South Carolina (Charleston based posting)
- Type: Full time
- Hours: Standard business hours, Monday through Friday
- Remote requirements: Quiet, uninterrupted workspace during business hours, childcare covered, and reliable internet of at least 25 Mbps (stronger if others share the connection)
What You’ll Do
- Implement, track, monitor, and maintain client non qualified benefit plan accounts, including funding, investments, and distributions.
- Learn and own the day to day workflow processes for your assigned client plans.
- Facilitate daily transactional activity with the Trustee and trading desk to keep money and data moving accurately.
- Serve as the first escalation point for participant call center inquiries and respond within established service standards.
- Act as a liaison between clients and Newport to support accurate recordkeeping and clean plan data.
- Review and evaluate information for accuracy before it drives transactions or reporting.
- Prepare reports, business correspondence, and procedure documentation as needed.
- Communicate clearly with managers, clients, and internal teams, including responding to questions and presenting information when required.
What You Need
- Bachelor’s degree in a business related field, or a combination of education and relevant industry experience.
- At least 2 years of experience in a related role within the retirement services sector.
- Strong Microsoft Office skills, including Excel, Word, PowerPoint, and Adobe.
- Ability to work under pressure in a fast paced environment and consistently meet or exceed expectations.
- Strong analytical skills with high attention to detail and data integrity.
- Excellent verbal and written communication skills.
- Solid time management, planning, and organizational skills.
- Comfort reading and interpreting business publications, procedures, or regulations is a plus.
- Ability to write reports, business correspondence, and procedure manuals is a plus.
Benefits
- Competitive compensation aligned with retirement services experience.
- Comprehensive health benefits package options.
- Retirement savings programs.
- Paid time off and company holidays.
- Remote work with clear structure and expectations.
- Values driven culture focused on people, quality, and integrity.
Roles like this tend to move quickly, especially for candidates with retirement plan experience. If this sounds like your lane, don’t sit on it.
Build your next chapter on purpose.
Happy Hunting,
~Two Chicks…
by Terrance Ellis | Dec 9, 2025 | Uncategorized
Help administer corporate non qualified retirement plans from behind the scenes while working fully remote in Pennsylvania. This role is a mix of data, transactions, and client support where your accuracy and organization directly impact executive benefit plans.
About Ascensus
Ascensus is a leading independent technology and service platform powering savings plans across America. They support nearly 16 million people in saving for a better today and tomorrow. Their culture is built on three core values: People Matter, Quality First, and Integrity Always®.
Schedule
- Position: NQ Plan Administrator
- Location: Remote, must reside in Pennsylvania (Philadelphia based posting)
- Type: Full time
- Hours: Standard business hours, Monday through Friday
- Remote setup: Quiet, uninterrupted workspace during business hours, family care covered, and reliable internet of at least 25 Mbps for individual use
What You’ll Do
- Implement, track, monitor, and maintain client non qualified benefit plan accounts, including funding, investments, and distributions.
- Learn and own the day to day workflow processes for each assigned client plan.
- Facilitate daily transactional activity with the Trustee and trading desk to keep money and data moving correctly.
- Serve as the first escalation point for participant call center questions and respond within service standards.
- Act as a liaison between clients and Newport to support accurate plan recordkeeping and data integrity.
- Review and evaluate data for accuracy before it drives transactions and reporting.
- Prepare reports, business correspondence, and documentation tied to plan operations as needed.
- Communicate clearly with managers, clients, and internal partners via email, calls, and occasional presentations.
What You Need
- Bachelor’s degree in a business related field, or a mix of education and relevant industry experience.
- At least 2 years of experience in a related role within the retirement services sector.
- Strong Microsoft Office skills, including Excel, Word, PowerPoint, and Adobe.
- Ability to work under pressure in a fast paced environment and consistently meet or exceed performance expectations.
- Strong analytical skills with a sharp attention to detail.
- Excellent verbal and written communication skills.
- Solid time management, planning, and organizational skills.
- Comfort reviewing and interpreting business publications, procedures, or regulations is a plus.
- Ability to write reports, business correspondence, and procedure manuals is a plus.
Benefits
- Competitive pay for experienced retirement services professionals
- Comprehensive health benefits package options
- Retirement savings programs
- Paid time off and company holidays
- Remote work with clear structure and expectations
- Strong, values driven company culture focused on people and quality
Roles like this do not sit open forever. If the work sounds like you and the remote setup fits your life, move on it.
Build your next chapter on purpose.
Happy Hunting,
~Two Chicks…
by Terrance Ellis | Dec 9, 2025 | Uncategorized
Help large employers run their non qualified executive benefit plans from behind the scenes. This remote role lets you own complex plan administration, data, and client communication while supporting long term retirement and incentive strategies for corporate clients.
About Ascensus
Ascensus is a leading independent technology and service platform powering savings plans across America. They support nearly 16 million people in saving for a better today and tomorrow. Their culture is built on three core values: People Matter, Quality First, and Integrity Always®.
Schedule
- Position: NQ Plan Administrator
- Location: Remote, must reside in North Carolina (Charlotte based listing)
- Type: Full time
- Hours: Standard business hours, Monday through Friday
- Remote requirements: Quiet, uninterrupted workspace during business hours, family care covered, and a reliable internet connection of at least 25 Mbps for individual use
What You’ll Do
- Implement, track, monitor, and maintain client non qualified benefit plan accounts, including funding, investments, and distributions.
- Develop and maintain a complete understanding of day to day workflow processes for each assigned client plan.
- Facilitate daily transactional activity with the Trustee and trading desk to ensure accurate and timely processing.
- Serve as the initial escalation point for participant call center inquiries and respond within published service standards.
- Act as a liaison between clients and Newport to support accurate plan recordkeeping and data integrity.
- Evaluate data accuracy and apply a quality control mindset to all transactions and reports.
- Prepare reports, correspondence, and documentation related to plan operations as needed.
- Communicate clearly with managers, clients, and internal partners via email, reports, and occasional presentations.
What You Need
- Bachelor’s degree in a business related field, or a combination of education and related industry experience.
- At least 2 years of experience in a related position in the retirement services sector.
- Strong Microsoft Office skills, including Excel, Word, PowerPoint, and Adobe.
- Ability to work under pressure in a very fast paced environment and consistently meet or exceed performance expectations.
- Strong analytical skills and attention to detail.
- Excellent verbal and written communication skills.
- Comfort reading and interpreting business publications, technical procedures, or regulations (preferred).
- Ability to write reports, business correspondence, and procedure manuals (preferred).
- Ability to present information and respond to questions from managers, clients, and customers (preferred).
- Strong planning, organization, time management, and a resourceful, team oriented mindset.
Benefits
- Competitive compensation for experienced retirement services professionals
- Comprehensive health benefits package options
- Retirement savings programs
- Paid time off and company holidays
- Remote work with clear structure and expectations
If you like complex plan work, numbers, and being the person who keeps everything running right for clients, this one is worth serious consideration.
Happy Hunting,
~Two Chicks…
by Terrance Ellis | Dec 9, 2025 | Uncategorized
Help large employers run their non qualified executive benefit plans from behind the scenes. This remote role lets you own complex plan administration, data, and client communication while supporting long term retirement and incentive strategies for corporate clients.
About Ascensus
Ascensus is a leading independent technology and service platform powering savings plans across America. They support nearly 16 million people in saving for a better today and tomorrow, with a culture built on three core values: People Matter, Quality First, and Integrity Always®.
Schedule
- Position: Plan Administrator, Non Qualified Plans
- Location: Remote, must reside in Texas
- Type: Full time
- Hours: Standard business hours, Monday through Friday
- Remote requirements: Quiet, uninterrupted workspace during business hours, family care covered, and a reliable internet connection of at least 25 Mbps for individual use
What You’ll Do
- Implement, track, and maintain corporate non qualified benefit plan accounts, including funding, investment activity, and distributions.
- Develop and maintain a strong understanding of day to day workflow processes for each assigned client plan.
- Facilitate daily transactional activity with the Trustee and trading desk to ensure accurate and timely processing.
- Act as the initial escalation point for participant call center inquiries and respond within published standards.
- Serve as a liaison between clients and Newport to support accurate plan recordkeeping and data integrity.
- Monitor plan activity and documentation to ensure plans are administered according to specifications and applicable rules.
- Protect all confidential client data and follow internal controls, security, and privacy expectations.
- Communicate clearly with managers, clients, and internal partners through email, reports, and occasional presentations.
What You Need
- Bachelor’s degree in a business related field, or a combination of education and related industry experience.
- At least 2 years of experience in a retirement services position or closely related role.
- Strong Microsoft Office skills, including Excel, Word, PowerPoint, and Adobe.
- Comfort working with numbers, spreadsheets, and data driven workflows.
- Ability to work under pressure in a fast paced environment while meeting or exceeding performance expectations.
- Strong analytical mindset and attention to detail.
- Excellent verbal and written communication skills.
- Solid planning, organization, and time management skills, with a resourceful, team focused approach.
- Ability to work independently in a remote setting while contributing to a cohesive team.
Benefits
- Competitive compensation for experienced retirement services professionals
- Comprehensive health benefits package options
- Retirement savings programs
- Paid time off and company holidays
- Remote work with clear structure and expectations
Roles like this in retirement services tend to move quickly, so do not sit on it if it feels like a fit.
If you enjoy complex plan work, data, and being the person who quietly keeps everything running right for clients, this is a strong next step.
Happy Hunting,
~Two Chicks…
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