Senior Retirement Service Consultant

About the role

Position Purpose: This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Client Services Consultant will demonstrate their thorough knowledge of retirement plans and Ascensus products and services by providing solutions to complex plan issues and delivering consultative service to help clients manage their retirement plans. The Client Services Consultant works with the Relationship Manager to deliver client satisfaction by providing retirement plan and operational expertise, proactively identifying, owning and resolving client issues and engaging clients with value added consulting. This position is also serving as a technical resource to the Ascensus organization and providing coaching and mentoring to other associates to ensure client expectations are met and/or exceeded.

Responsibilities

• Protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
• Embodying the I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always® in day‑to‑day actions.
• Providing a high level of consultative client service while communicating and coordinating with clients and partners to address issues, provide necessary research and deliver creative solutions.
• Demonstrating detailed knowledge of retirement plans and the Ascensus business.
• Coaching and mentoring others in all aspects of retirement plan and client relations, factoring in client and Ascensus needs to arrive at appropriate solutions.
• Monitoring and following‑up on assigned items; determining required action for resolution of client issues, documenting and implementing solutions as appropriate.
• Providing clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle.
• Establishing and maintaining strong working relationships with dedicated clients and financial professionals and providing updates on product and plan initiatives.
• Participating in the management of vendor relationships on behalf of clients and partners.
• Delivering client retention by anticipating client’s needs, recommending changes or actions, in conjunction with the Relationship manager.
• Achieving individual and team goals for service levels, growth and retention for assigned book of business.
• Identifying and documenting systematically “opportunity plans” working with Relationship Manager on a strategy to mitigate risk.
• Executing strategic plan to ensure retention and satisfaction of client and financial professional’s book of business.
• Achieving service level goals, retention and organic growth goals established for each financial partner by assessing opportunities in