Senior Retirement Service Consultant, Client Services – Retirement

Role Overview

• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus
• Consistently provide a high level of consultative client service
• Demonstrate a detailed knowledge of retirement plans and the Ascensus business.
• Successfully monitor and follow-up on assigned items
• 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.

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.
• Proficiency in Microsoft Office software applications, specifically Word and Excel required, Access and PowerPoint preferred.
• Comprehensive knowledge of retirement plans, ERISA, DOL and IRS regulations, and plan documents (individually designed and prototype).

Benefits

• Excellent written and verbal communication skills
• Excellent presentation skills
• Professional development opportunities
• Strong project management skills