Retirement Service Consultant, Client Services

Job Description: • Provides client service to our partners, intermediaries and plan sponsors • Develops and maintains a detailed comprehension of retirement plans and Ascensus products and services • Works with the Relationship Manager to deliver client satisfaction by providing retirement plan and operational expertise • Proactively identifies, owns and resolves client issues, engaging clients with value-added consulting • Protects, secures, and handles all confidential data held by Ascensus • Maintains and continues to grow detailed knowledge of retirement plan rules and Ascensus business and product offerings • Delivers client retention by anticipating client needs and recommending changes or actions • Assesses client goals, needs and behaviors to suggest plan, product or functionality changes • Acts as the subject matter expert on specific topics for initiatives with accountability for training and assisting others across departments • Performs other duties and participates in or heads special projects as assigned. Requirements: • Bachelor’s degree or equivalent work experience • Minimum 3 years direct client experience and Retirement Services industry experience or thorough knowledge preferred • Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred • Excellent written and verbal communication skills • Excellent presentation skills, business etiquette, client service skills and time management • Experience with financial services systems (i.e. recordkeeping, trust, trading); and experience with plan recordkeeping and trust reconciliation • Proficiency in Microsoft Office software applications, specifically Word and Excel required, Access and PowerPoint preferred • Excellent evaluation and problem resolution skills • Knowledge of retirement plans, ERISA, DOL and IRS regulations, and plan documents (individually designed and prototype) • Ability to work in a team environment to ensure common goal of providing exceptional client service • Ability to work well under pressure with multiple priorities and deadlines in a demanding environment • Ability to make sound business judgments concerning issues which, if mishandled, have the potential to create substantial financial and client relations liabilities for the company • Ability to work extended hours to meet business needs as required • Quality focus with attention to detail. Benefits: • Health insurance • 401(k) matching • Flexible work hours • Paid time offApply Now

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