Senior Retirement Service Consultant, Client Services – Retirement
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Job Description
Client Services Consultant at Ascensus offering retirement plan expertise and client solutions. Coaching teams and managing client relations while securing sensitive data.
Responsibilities:
- Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus.
- Provide a high level of consultative client service while communicating and coordinating with clients and partners.
- 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.
- 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.
- Deliver client retention by anticipating client’s needs, recommending changes or actions.
- Achieve service level goals, retention and organic growth goals established for each financial partner.
- Manage day to day schedule for self and team according to client needs and needs of the business.
- Ensure that our commitments to our clients are met by proactively reviewing the status of assigned plans’ periodic activity.
- Assess client objectives, needs and behaviors to suggest plan, product or functionality changes to improve results for our clients.
- Develop ideas for improvement and provide feedback/solutions to plan sponsor and financial professional.
- Support peers and Manager(s) by handling escalated items/calls from clients.
- Develop and maintain strong internal relationships across departments and locations.
- Perform other duties and participate in or lead special projects as assigned.
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);
- 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 extended hours to meet business needs as required.
- Strong project management skills.
Benefits:
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
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