Ascensus

Senior Retirement Service Consultant, Client Services – Retirement

Ascensus

full-time

Posted on:

Location Type: Remote

Location: District of Columbia • Louisiana • United States

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Job Level

Senior

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 to address issues.
  • 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; includes determining required action for resolution of client issues.
  • Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle.
  • Establish and maintain strong working relationships with dedicated clients and financial professionals.
  • Participate in the management of vendor relationships on behalf of clients and partners.
  • Deliver client retention by anticipating client’s needs, recommending changes or actions.
  • Achieve individual and team goals for service levels, growth and retention for assigned book of business.
  • Identify and document systematically “opportunity plans” working with Relationship Manager on a strategy to mitigate risk.
  • Execute strategic plan to ensure retention and satisfaction of client and financial professional’s book of business.
  • Responsible for proactive communication with the client and partners regarding all components of service delivery.
  • Apply industry knowledge to all facets of retirement operations and service.
  • Ensure that our commitments to our clients are met by proactively reviewing the status of assigned plans’ periodic activity.
  • Educate client regarding plan features, product capabilities or Ascensus functionality and process.
  • Develop ideas for improvement and provide feedback/solutions to plan sponsor and financial professional to minimize risk and improve process.
  • Coach and mentor team members and provide feedback to the team manager for performance improvement purposes.
  • Develop and maintain strong internal relationships across departments and locations.
  • Act in the role as the subject matter expert on specific topics as needed.

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.
  • Excellent presentation skills, business etiquette, client service skills and time management.
  • Demonstrated professionalism in all aspects of the role.
  • 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).
  • 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 which, if mishandled, have the potential to 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.
Benefits
  • Health insurance
  • 401(k) matching
  • Paid time off
  • Flexible work arrangements
  • Professional development opportunities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
retirement plansclient servicefinancial services systemsplan recordkeepingtrust reconciliationanalytical skillsproblem resolutionERISA regulationsDOL regulationsIRS regulations
Soft Skills
communication skillspresentation skillstime managementprofessionalismteamworkability to work under pressurebusiness judgmentattention to detailleadershipclient relations
Certifications
Bachelor's degreeASPPACEBS