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.

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.

Retirement Service Consultant, Client Services

Key skills