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 off
Apply Now
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• 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 off
Apply Now
Apply Now