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.
Demonstrate a detailed knowledge of retirement plans and the Ascensus business.
Coach and mentor others in all aspects of retirement plan and client relations.
Successfully monitor and follow-up on assigned items.
Provide clients and advisors clear and concise communication regarding services, execution and resolution.
Establish and maintain strong working relationships with dedicated clients and financial professionals.
Participate in the management of vendor relationships on behalf of clients and partner.
Deliver client retention by anticipating client’s needs, recommending changes or actions.
Achieve individual and team goals for service levels, growth and retention.

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); 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).

Senior Retirement Service Consultant, Client Services – Retirement

Key skills