Provides client service to 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.
Provides retirement plan and operational expertise.
Proactively identifies, owns and resolves client issues and engages clients with value added consulting.
Protects, secures, and handles all confidential data held by Ascensus.
Ensures inquiries and issues are resolved and service levels are met.
Provides thorough, high quality research, problem solving and issue resolution.
Develops effective working relationships with team and internal departments.
Identifies, documents and addresses risks through exceptional client service.
Educates clients regarding plan features, product capabilities or Ascensus functionality and process.
Develops ideas for improvement and provides feedback/solutions.

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.
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.

Retirement Service Consultant, Client Services

Key skills