Good learning experience but company is not good long term. - CRM (Client Relationship Manager) Ascensus Employee Review

1.0
29 Aug 2018
Recommend
CEO approval
Business outlook

Pros

You can learn plenty about the 401K world, for free. You get most holidays off and good PTO, management is flexible with the schedule.

Cons

Biggest challenge working here is the technology- it’s severely outdated or needs to be fixed. The company acts large but they don’t have the infrastructure to support the plans they currently have and keep acquiring - not just for work but for all aspects, internal and external (client facing) sites are down at least once a week, reporting is flawed yet they hold people accountable to it, email software they use is not user friendly - makes doing the job I’m paid to do difficult. To many initiatives are started to gain more business from existing clients but the technology isn’t there to support these admins. Management is incompetent. If you aren’t in the right “group” of people you will not advance.

Explore other reviews about Ascensus

5.0
3 June 2026
Recommend
CEO approval
Business outlook

Pros

Excellent manager and team with streamlined processes. Benefits are greater than what I have seen in a majority of other businesses. The IT team generally moves very quick to resolve issues. HR/Hiring team was very quick and informative.

Cons

Only have two monitors when three would offer more efficiency. Although many tasks have SOPs and guides, some guides might not be updated (IE I found a guide that had the incorrect naming convention for a file). Any study materials needed to obtain relevant professional credentials are not covered by Ascensus. Obtaining relevant professional credentials also does not provide you with any bonus. You must wait a minimum of 12 months in your current position before wanting to change/pursue other job opportunities at Ascensus. The career ladder, at least in the Compliance team, seems rather narrow and limited.

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