Retirement Service Consultant, Client Services

Role Overview

• This position provides client service to our partners, intermediaries and plan sponsors.
• Develop and maintain a detailed comprehension of retirement plans and Ascensus products and services.
• 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.
• Responsible for protecting, securing, and proper handling of all confidential data.
• Maintain and grow knowledge of retirement plan rules and Ascensus business and product offerings.
• Provide a high level of consultative proactive client service.
• Develop effective working relationships with team and internal departments.
• Identify, record and monitor assigned items; includes establishing required action for resolution of client issues.
• Ensure inquiries and issues are resolved and service levels are met.
• Provide thorough, high-quality research, problem-solving and issue resolution.
• Educate clients regarding plan features, product capabilities or Ascensus functionality and process.

Requirements

• 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.
• The ability to communicate effectively (clear, concise and professionally) with all levels within the Ascensus organization, as well as with our client base.
• 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 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.
• Handle other essential tasks as assigned.

Benefits

• 401(k) matching
• Health insurance
• Paid time off
• Professional development opportunities