by Terrance Ellis | Dec 9, 2025 | Uncategorized
You’re the person who keeps the chaos behind the scenes calm and controlled. As an Events Coordinator with Ascensus, you’ll own the details that make internal and external corporate events feel seamless, polished, and professional.
About Ascensus
Ascensus is the leading independent technology and service platform powering savings plans across America, helping nearly 16 million people save for a better today and tomorrow. The company partners with employers, advisors, and institutions to deliver retirement and savings solutions built on their core values: People Matter, Quality First, Integrity Always®. In this role, you’ll support that mission by elevating the experience at every meeting, conference, and event.
Schedule
- Position: Events Coordinator
- Location: Remote – must reside in Massachusetts
- Employment type: Full time
- Open date: October 30, 2025
- Work setup: Remote, uninterrupted home workspace with reliable high-speed internet (25 Mbps+; higher if others share the connection)
- Travel: Approximately 30% travel for events and on-site support
What You’ll Do
- Plan and coordinate logistics for internal events such as quarterly leadership meetings, all-associate town halls, executive retreats, client meetings, and engagement initiatives.
- Manage virtual event platforms (Zoom, Microsoft Teams), partnering with internal tech teams and external production partners to ensure smooth, professional virtual experiences.
- Support event communications by drafting messaging, building PowerPoint decks, and contributing to invitation content that aligns with event strategy.
- Track and reconcile event expenses, assist with budget documentation, and process vendor invoices in coordination with the Events Manager and Events Director.
- Assist with large-scale external events including sales conferences, trade shows, and incentive programs by preparing documents, researching venues, scheduling meetings, and handling administrative tasks.
- Collaborate with Brand & Creative and Marketing to ensure all event communications meet brand standards.
- Contribute to post-event wrap-up, including gathering feedback, organizing debriefs, and documenting lessons learned.
- Maintain strict confidentiality and protect sensitive company and client data in all event-related work.
- Support additional event-related tasks and projects as assigned.
What You Need
- Bachelor’s degree in hospitality, event management, or a related field.
- At least 3 years of experience supporting or managing events in a fast-paced corporate environment, with a strong focus on internal meetings and virtual platforms.
- Proven, hands-on Cvent experience (required), including:
- Building and managing event registration sites
- Backend configurations
- Attendee tracking and reporting
- Creating custom branded destination pages across multiple lines of business
- Experience coordinating logistics for executive meetings, associate events, and client-facing programs.
- Experience sourcing and managing vendors and ensuring timely delivery of event services and materials.
- Strong proficiency with Zoom and Microsoft Teams for virtual event setup and live support.
- Excellent organizational, planning, and project management skills with high attention to detail.
- Ability to juggle multiple projects, prioritize effectively, and meet deadlines in a fast-paced environment.
- Proficiency with Microsoft Office (Word, Excel, PowerPoint).
- Strong written and verbal communication skills and professional relationship-building ability.
- Independent, proactive mindset with comfort setting goals, making decisions, and moving work forward.
Benefits
- National base salary range: approximately $75,000–$85,000, depending on experience, performance, and internal alignment.
- Potential bonus eligibility.
- 401(k) with company match.
- Medical, dental, and vision coverage.
- Paid time off, holidays, and other leave benefits.
- Remote-first work environment with clear performance expectations and support.
If you live for organized chaos, love turning moving parts into a clean, memorable experience, and know your way around Cvent, this is a strong next move.
Happy Hunting,
~Two Chicks…
by Terrance Ellis | Dec 9, 2025 | Uncategorized
Own the relationships that keep retirement plans healthy and clients loyal. As a Client Relationship Manager with Ascensus, you’ll be the dedicated partner for high-value advisor retirement plans, helping plan sponsors and financial professionals navigate complexity with confidence.
About Ascensus
Ascensus is the leading independent technology and service platform powering savings plans across America, helping nearly 16 million people save for a better today and tomorrow. Guided by the values People Matter, Quality First, and Integrity Always®, Ascensus focuses on long-term partnerships, compliant plan administration, and clear, client-first service. As part of their remote client services team, you’ll be at the center of those relationships.
Schedule
- Position: Client Relationship Manager
- Location: Remote – must reside in Pennsylvania (Pittsburgh-based posting)
- Employment type: Full time
- Hours: Standard Monday–Friday business hours, with flexibility for client and internal meetings
- Work setup: Uninterrupted home workspace with high-speed internet (25 Mbps+; stronger connection needed if others share the network)
- Travel: Some travel required for client visits and internal meetings
What You’ll Do
- Serve as the primary relationship owner for “big” and “elite” advisor retirement plan clients and their financial professionals.
- Build and maintain strong working relationships with daily client contacts and C-level decision makers.
- Take full ownership of escalated issues from clients and advisors, coordinating with internal teams to drive fast, accurate resolutions.
- Act as an internal advocate for clients by partnering with sales, service, operations, and other departments to deliver a coordinated, high-quality experience.
- Review your book of business to identify retention risks and opportunities, and create strategies for non-elite advisors.
- Cross-sell and educate plan sponsors and advisors on Ascensus products, services, and processes to support plan health and organic growth.
- Compile data, track communications and escalations, and recommend solutions that optimize plan design and promote product features.
- Lead and/or participate in projects that add value for existing relationships and improve client satisfaction.
- Conduct outreach activities, including call campaigns, to strengthen relationships and increase share of wallet.
- Maintain strong knowledge of partner products, Ascensus proprietary solutions, and the regulatory, financial, accounting, service, operations, and compliance aspects that affect your plans.
What You Need
- Bachelor’s degree in business or a related field, or equivalent work experience.
- Minimum 7 years of experience in the retirement services industry or a closely related field (preferred).
- Minimum 5 years of direct client relationship/account management experience in a financial services administrative environment.
- Industry certifications (ASPPA, CEBS, etc.) or active progress toward certification preferred.
- Strong analytical and problem-solving skills with sound business judgment.
- High attention to detail and ability to produce accurate work under tight deadlines.
- Ability to work independently while contributing to a highly cohesive, collaborative team.
- Excellent written and verbal communication skills, including group presentation experience.
- Proficiency with Microsoft Excel, Word, and PowerPoint.
- Ability to coordinate and lead meetings with senior-level internal and external stakeholders.
- Willingness and ability to travel as required.
Benefits
- Competitive compensation aligned with experience and role scope.
- Comprehensive total rewards package, including health and retirement benefits.
- Paid time off and company holidays.
- Remote-first role with clear expectations and support to succeed from home.
- Inclusive culture built around “People Matter. Quality First. Integrity Always.®” and ongoing career development opportunities.
If you’re ready to be the first call your clients make and the partner they trust to keep their plans on track, this one’s worth a serious look.
Happy Hunting,
~Two Chicks…
by Terrance Ellis | Dec 9, 2025 | Uncategorized
Lead and grow relationships with high-value retirement plan clients from the comfort of your home office. As a Client Relationship Manager with Ascensus, you’ll be the go-to partner for elite advisor plans, helping them stay healthy, compliant, and engaged over the long term.
About Ascensus
Ascensus is the leading independent technology and service platform powering savings plans across America. Their products and expertise help nearly 16 million people save for a better today and tomorrow. Guided by the core values People Matter, Quality First, and Integrity Always®, Ascensus focuses on long-term partnerships, transparent service, and reliable plan support.
Schedule
- Position: Client Relationship Manager
- Location: Remote – must reside in North Carolina (Fayetteville based posting)
- Employment type: Full time
- Hours: Standard Monday–Friday business hours, with flexibility for client meetings
- Work setup: Uninterrupted home workspace with high-speed internet (25 Mbps+; stronger connection needed if others share the network)
- Travel: Some travel required for client and internal meetings
What You’ll Do
- Serve as the primary relationship owner for “big” and “elite” advisor retirement plan clients and their financial professionals.
- Build and maintain strong relationships with day-to-day client contacts and C-level decision makers.
- Provide full ownership of escalated issues from clients and advisors, coordinating with internal teams to drive quick, accurate resolutions.
- Act as an internal advocate for clients by partnering with sales, service, operations, and other departments to deliver a coordinated experience.
- Review your book of business to identify retention risks and opportunities, and create strategies for non-elite advisors.
- Cross-sell and educate plan sponsors and advisors on Ascensus products, processes, features, and services to support organic growth.
- Compile data, track communications and escalations, and recommend solutions that optimize plan design and enhance the overall client experience.
- Lead and/or participate in projects that create additional value for existing relationships.
- Conduct outreach activities, including call campaigns, to strengthen relationships and increase share of wallet.
- Stay current on regulatory, financial, accounting, service, operations, and compliance topics that affect your clients.
What You Need
- Bachelor’s degree in business or a related field, or equivalent work experience.
- Minimum 7 years of experience in the retirement services industry or a closely related field (preferred).
- Minimum 5 years of direct client relationship management experience in a financial services administrative environment.
- Industry certifications (ASPPA, CEBS, etc.) or active progress toward certification preferred.
- Strong analytical and problem-solving skills with the ability to make sound business judgments.
- High attention to detail and ability to deliver accurate, high-quality work on tight deadlines.
- Excellent written and verbal communication skills, including group presentation experience.
- Proven ability to work independently while contributing to a highly cohesive team.
- Proficiency with Microsoft Excel, Word, and PowerPoint.
- Comfortable coordinating and running meetings with senior-level internal and external stakeholders.
- Ability and willingness to travel as required.
Benefits
- Competitive, experience-based compensation.
- Comprehensive medical, dental, and vision coverage.
- Retirement savings plans with company support.
- Paid time off and company holidays.
- Remote-first work structure with clear expectations and tools to succeed.
- Inclusive culture built around “People Matter. Quality First. Integrity Always.®”
If you’re ready to own key client relationships and be the person they call first, this is your lane.
Happy Hunting,
~Two Chicks…
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…
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