Senior Retirement Service Consultant
Job Description:
• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus.
• Consistently provide a high level of consultative client service while communicating and coordinating with clients and partners to address issues.
• Coach and mentor others in all aspects of retirement plan and client relations.
• Successfully monitor and follow-up on assigned items; includes determining required action for resolution of client issues, documenting and implementing solutions as appropriate.
• Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle.
• Establish and maintain strong working relationships with dedicated clients and financial professionals.
• Participates in the management of vendor relationships on behalf of clients and partner.
• Deliver client retention by anticipating client’s needs.
• Achieve individual and team goals for service levels, growth and retention for assigned book of business.
• Assess client objectives, needs and behaviors to suggest plan, product or functionality changes to improve results for our clients.
• Educate client regarding plan features, product capabilities or Ascensus functionality and process.
• Develop ideas for improvement and provide feedback/solutions to plan sponsor and financial professional to minimize risk and improve process.
• Manage day to day schedule for self and team according to client needs and needs of the business.
Requirements:
• Bachelor’s degree or equivalent work experience.
• Minimum of 5 years direct client experience required, Retirement Services industry experience 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.
• Demonstrated professionalism in all aspects of the role.
• 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 analytical and problem resolution skills.
• Comprehensive 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.
Benefits:
• Health insurance
• Retirement plans
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• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus.
• Consistently provide a high level of consultative client service while communicating and coordinating with clients and partners to address issues.
• Coach and mentor others in all aspects of retirement plan and client relations.
• Successfully monitor and follow-up on assigned items; includes determining required action for resolution of client issues, documenting and implementing solutions as appropriate.
• Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle.
• Establish and maintain strong working relationships with dedicated clients and financial professionals.
• Participates in the management of vendor relationships on behalf of clients and partner.
• Deliver client retention by anticipating client’s needs.
• Achieve individual and team goals for service levels, growth and retention for assigned book of business.
• Assess client objectives, needs and behaviors to suggest plan, product or functionality changes to improve results for our clients.
• Educate client regarding plan features, product capabilities or Ascensus functionality and process.
• Develop ideas for improvement and provide feedback/solutions to plan sponsor and financial professional to minimize risk and improve process.
• Manage day to day schedule for self and team according to client needs and needs of the business.
Requirements:
• Bachelor’s degree or equivalent work experience.
• Minimum of 5 years direct client experience required, Retirement Services industry experience 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.
• Demonstrated professionalism in all aspects of the role.
• 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 analytical and problem resolution skills.
• Comprehensive 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.
Benefits:
• Health insurance
• Retirement plans
Apply tot his job
Apply To this Job