Senior Retirement Service Consultant, Client Services – Retirement
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Job Description
Client Services Consultant at Ascensus responsible for client service and retirement plan management. Delivering consultative service and solutions to complex client issues with a focus on client satisfaction.
Responsibilities:
- 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.
- Demonstrate a detailed knowledge of retirement plans and the Ascensus business.
- Coach and mentor others in all aspects of retirement plan and client relations.
- Successfully monitor and follow-up on assigned items.
- Provide clients and advisors clear and concise communication regarding services, execution and resolution.
- Establish and maintain strong working relationships with dedicated clients and financial professionals.
- Participate in the management of vendor relationships on behalf of clients and partner.
- Deliver client retention by anticipating client’s needs, recommending changes or actions.
- Achieve individual and team goals for service levels, growth and retention.
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.
- 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).
Benefits:
- Health insurance
- Retirement plans
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