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.

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.

Senior Retirement Service Consultant

Key skills