• 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 • Responsible for relationship management for plan accounts and financial advisors ensuring a successful service experience • Promote plan retention via ownership, troubleshooting and problem resolution resulting in the prevention of escalated service issues associated with assigned accounts • Leverage industry knowledge to promote client satisfaction, leading to retention and organic growth • Develop strong working relationships with daily client contacts • Provide ownership for the resolution of issues escalated by clients and financial professionals • Act as an internal advocate for clients and financial professionals by coordinating with internal Ascensus departments • Review existing book of business to identify plan retention • Develop relationships with C-level decision makers for assigned accounts to develop education and communication strategies • Cross-sell revenue opportunities, educate financial professionals/plan sponsors regarding, products, processes and services • Compile data, track communications, escalations and offer solutions to enhance the Ascensus experience by optimizing plan design and promoting product features and services • Lead and/or participate in projects that create additional value for existing relationships

• To determine account management strategies related to client service plans; • To be responsible for retention of existing clients, customer satisfaction, revenue growth, client surveys, and new business; • To provide program management for jumbo clients requiring dedicated staff, multiple offices and complex service models; • To oversee the work of other local Client Services staff.

• Oversee client accounts with guidance and oversight from Sr./Strategic/Principal Client Service Manager • Assist the Sr./Strategic/Principal Client Service Manager in facilitating all aspects of the project management process • Work with internal team members for oversight on audits, advanced technical member issues and vendor questions/issues • Proactively communicate status and progress of account work and issues to internal and external stakeholders • Ensure all tasks are documented according to the internal guidelines and updated proactively in the internal system tracking tools to meet deliverable dates • Review all client materials used for annual enrollment and ongoing administration to ensure that they are current and meet quality standards • Provide detailed internal and external communication to successfully document instruction and process.

Role Description The primary responsibility of the CE (Continuing Education) Services Coordinator is to support WealthCounsel’s CE Accreditation Requirements while providing exceptional customer service to WealthCounsel members. This role includes collaborating with WealthCounsel Subject Matter Experts and the CE Team to provide CE support to members for upcoming courses. High-level written and verbal communication skills and attention to detail are crucial to this role. - Manage the CE sections of our on-demand platform on our website (input, update, and track CE information, troubleshoot issues, suggest improvements, and perform other tasks as needed) - Work with Project Managers to control the CE information included or revised in our WealthCounsel store (on-demand courses for purchase) - Enter and update ongoing CE program-related data into the WealthCounsel website on-demand platform and WealthCounsel store in a timely manner - Manage auto-generated and manual certificates of completion as needed - Process Attendance and reporting for State Bars and CE Commissions for select on-demand events - Maintain State Bar records and other CE data - Track on-demand viewing trends and other activities to make suggestions to faculty and other team members - Collaborate with the CE & Event Services Teams to improve WealthCounsel’s CE on-demand program and services - Cross-train and serve as backup to the CE Services Specialists for processing CE accreditation for Live Programming - Enter any CE-related data into WealthCounsel Member Platforms and Event Program databases (including Salesforce, Swoogo, Zoom, WealthCounsel website) - Maintain accurate Salesforce case records; respond to incoming CE email inquiries in a timely manner; ensure all member data, emails, and calls are accurately and clearly logged; and keep the case queue up to date by closing cases once resolved. - Other responsibilities assigned as needed Qualifications - Associate's degree or equivalent experience - Excellent communication and customer service skills - Must be accurate, organized, and detail-oriented, yet flexible and willing to help where needed - Working knowledge of Salesforce preferred - Experience with Swoogo and/or other event management systems is a plus - Must be proficient in all Microsoft Office programs, including Word, Excel, and PowerPoint, as well as Adobe/PDF documents - Occasional travel may be required for company events and meetings Benefits - This is a virtual, full-time position. You will work remotely from your home office, and occasional travel may be required for meetings, trade shows and training. - A competitive salary package (including base salary and performance-based incentives) - Medical/dental/vision plan - Matching 401(k) - A generous paid time off package that includes: Paid Time Off (PTO), Holidays (including 2 Floating Holidays), Volunteer Time, Blood Donor Leave, Short Term Disability, Paid Parental Leave and more! - Matching donations for approved charitable organizations - Home internet and gym membership reimbursement - Many opportunities to connect with others from your home office and have fun while you work