Senior Retirement Service Consultant
Ascensus
full-time
Posted on:
Location Type: Office
Location: Dresher • North Carolina • Pennsylvania • United States
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Job Level
About the role
- 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.
- Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle.
- Manage day to day schedule according to client needs and needs of the business.
Requirements
- 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.
- Experience with financial services systems (i.e. recordkeeping, trust, trading).
- Proficiency in Microsoft Office software applications, specifically Word and Excel required, Access and PowerPoint preferred.
- Comprehensive knowledge of retirement plans, ERISA, DOL and IRS regulations, and plan documents.
Benefits
- Health insurance
- Paid time off
- Flexible work arrangements
- Professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
retirement plansfinancial services systemsrecordkeepingtrusttradingMicrosoft WordMicrosoft ExcelMicrosoft AccessMicrosoft PowerPointERISA
Soft Skills
consultative client servicecommunicationcoordinationwritten communicationverbal communicationorganizational skillsclient management
Certifications
Bachelor’s degreeASPPACEBS