Retirement Service Consultant

Position Purpose

The Client Services Consultant provides client service to partners, intermediaries, and plan sponsors, demonstrating knowledge of retirement plans and Ascensus products and services to deliver solutions and consultative service.

Essential Duties and Responsibilities

• Protect, secure, and handle confidential data properly to prevent unauthorized access, improper transmission, and unapproved disclosure.
• Communicate and coordinate with clients and partners to address issues, provide necessary research, and deliver creative solutions.
• Demonstrate detailed knowledge of retirement plans and Ascensus business, coach and mentor others, and monitor and follow-up on assigned items.
• Provide clear and concise communication regarding services, execution, and resolution throughout the service cycle.
• Establish and maintain strong working relationships with clients and financial professionals, and provide updates on product and plan initiatives.
• Manage vendor relationships on behalf of clients and partners, deliver client retention, and execute strategic plans to ensure retention and satisfaction.
• Identify and document opportunity plans, assess client objectives, needs, and behaviors, and suggest plan, product, or functionality changes.
• Educate clients regarding plan features, product capabilities, or Ascensus functionality and process, and develop ideas for improvement.
• Handle escalated items/calls from clients, manage day-to-day schedule for self and team according to client needs, and perform other duties as assigned.

Minimum Requirements

• Bachelor’s degree or equivalent work experience
• Minimum of 1-3 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
• Experience with financial services systems (i.e. recordkeeping, trust, trading), plan recordkeeping and trust reconciliation, and proficiency in Microsoft Office software applications
• Comprehensive knowledge of retirement plans, ERISA, DOL, and IRS regulations, and plan documents
• Ability to work in a team environment to ensure common goal of providing exceptional client service
• Strong project management skills