Responsible for providing client service to our partners, intermediaries and plan sponsors.
Demonstrate thorough knowledge of retirement plans and Ascensus products and services.
Provide solutions to complex plan issues and deliver consultative service to help clients manage their retirement plans.
Work with the Relationship Manager to deliver client satisfaction by providing retirement plan and operational expertise.
Proactively identify, own and resolve client issues.
Engage clients with value added consulting.
Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle.
Monitor and follow-up on assigned items; document and implement solutions as appropriate.
Coach and mentor others in all aspects of retirement plan and client relations.

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).
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).
Strong project management skills.

Senior Retirement Service Consultant

Key skills