Silver Consultant

Role Overview

• Management of TPA and direct client relationships focusing on Silver service model Cash Balance plans to foster strong client retention and create “raving fan” clients.
• Manage and negotiate workflow of client projects ensuring client expectations are effectively established and met.
• Manage a book of business as defined in the annual goals.
• Request and follow-up data, trust, documents, and other information needed to complete our work in a timely fashion and minimize rushes.
• Assign appropriate tasks in Workflow and manage due dates with clients and specialists.
• Monitor Workflow reports for routine follow up tasks.
• Work with assigned Specialists to ensure Normal Recurring Services is completed within our service standards.
• Work with assigned Specialists to ensure Other Services are completed by agreed upon due date with client.
• Provide answers and solutions to problems Specialists encounter.
• Ensure all client phone calls and emails are responded to within the same business day but no later than 24 business hours.
• Build strong relationships with each client and TPA and ensure needs are being met.
• Manage changes of client needs and expectations and changes taking place within client’s firm.
• Be the main contact for our clients, advisors, CPAs and attorneys who are involved with the plans for strategic plan issues.
• Be the first to be contacted by a client when they have consulting/strategic issues regarding the plans.
• Identify and define clients’ problems. Listen for issues that client is facing and find appropriate solutions for them.
• Achieve above 9+ average ratings on client survey forms.
• Maintain a good relationship with each client.
• Draft client communication materials including email templates and client memos.
• Seek out value add occasions by looking for opportunities to provide additional services to clients and bill for those services.
• Prepare Client Authorization Forms for additional special service projects.
• Prepare and send client communications regarding events or issues, including changes in the law and regulations that may affect their plans.
• Enter consulting time in time keeping system daily.
• Ensure client service agreements are up-to-date.
• Complete billing by processing assigned invoicing within 5 business days of receipt from Accounting.
• Communicate and resolve billing issues with senior management.
• Collect outstanding invoices by working with Accounting.
• Monitor the Aging report and follow up when talking with the client and outstanding invoices. Ideal days-sales-outstanding (DSO) is less than 35 days.
• Attend appropriate training sessions to stay abreast of current pension law and retirement industry practices.
• Keep current on all aspects of retirement plan consulting by reading circulated emails and papers on technical/investment issues.
• Provide back up to other teams as assigned.
• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus.

Requirements

• Minimum five years of experience in the retirement plan industry.
• Excellent understanding of plan administration, compliance testing and pension law.
• Ability to work independently and be comfortable making decisions on client issues.
• Good business sense to understand clients’ business needs.
• Excellent verbal and written communication skills, including the ability to communicate technical ideas.
• Strong computer skills (Windows, Word, Excel).
• Detail-oriented and accurate.
• Self-starter who will take responsibility for completing tasks in a timely fashion.
• Ability to juggle multiple tasks and prioritize.
• Commitment to ongoing retirement industry related education.
• Team player with a positive, friendly attitude and a strong desire to grow with the firm.
• Strong administrative and organizational skills.
• Professional phone manner and excellent interpersonal skills.

Benefits

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