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 in retirement plan and client relations, considering client and Ascensus needs.
• Monitor and follow up on assigned items, determine required actions for resolution, and implement solutions.
• 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, providing updates on product and plan initiatives.
• Manage vendor relationships on behalf of clients and partners, delivering client retention by anticipating and addressing client needs.
• Identify and document opportunity plans, working with Relationship Managers to mitigate risks and ensure client satisfaction.
• Achieve individual and team goals for service levels, growth, and retention for assigned book of business.
• Apply industry knowledge to all facets of retirement operations and service, ensuring compliance with regulatory requirements.
• Develop ideas for improvement and provide feedback/solutions to plan sponsors and financial professionals to minimize risk and improve processes.
• Handle escalated items/calls from clients, managing them proactively and providing feedback to the team manager for performance improvement.
• Support peers and managers by handling escalated items/calls from clients.
• Develop and maintain strong internal relationships across departments and locations.
• Act as a change agent to initiate and respond to change productively.
• Work well under pressure with multiple priorities and deadlines in a demanding environment.
• Make sound business judgments concerning issues that can create substantial financial and client relations liabilities.
• Work extended hours to meet business needs as required.
• Show quality focus with attention to detail.
• Lead a team and/or project successfully.
• Handle other essential tasks as assigned.

Minimum Requirements

• Bachelor’s degree or equivalent work experience.
• Minimum of 1-3 years direct client experience required, preferably in the Retirement Services industry.
• 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), and experience with plan recordkeeping and trust reconciliation.
• Proficiency in Microsoft Office software applications, specifically Word and Excel, with 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).
• 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 that can 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.
• Ability to lead a team and/or project successfully.
• Ability to travel as needed.
• Strong project management skills.
• Handle other essential tasks as assigned.

Pay

The national average salary range for this role is $40K-60K in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment.

Benefits

We offer a comprehensive benefits package, including a 401(k) match, medical, dental, vision, paid-time-off, and more. For more information, please visit careers.ascensus.com/#Benefits.