Benefits Manager
Sullivan & Cromwell LLP
Retirement Service Consultant
Ascensus
full-time
Posted on:
Origin: • 🇺🇸 United States • Pennsylvania
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Provide client service to partners, intermediaries and plan sponsors for retirement plans.
- Develop and maintain detailed knowledge of retirement plan rules and Ascensus products and services.
- Deliver consultative proactive client service and develop effective working relationships with team and internal departments.
- Identify, record, monitor and resolve client issues; establish required actions for resolution and ensure service levels are met.
- Provide thorough research, problem solving and issue resolution; communicate status and resolutions to clients and advisors.
- Participate in strategy creation with Relationship Manager to ensure client retention and identify opportunity plans.
- Assist in management of vendor relationships on behalf of clients and partners.
- Anticipate client needs and recommend plan, product or functionality changes to improve client results.
- Educate clients on plan features, product capabilities, Ascensus functionality and process.
- Act as subject matter expert on specific topics, provide training and assist others across departments.
- Prioritize activities, manage time, and perform other duties or special projects as assigned.
Requirements
- Bachelor’s degree or equivalent work experience.
- Minimum 3 years direct client experience and Retirement Services industry experience or thorough knowledge preferred.
- Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred.
- Excellent written and verbal communication skills.
- Ability to communicate effectively (clear, concise and professionally) with all levels within the organization and client base.
- Excellent presentation skills, business etiquette, client service skills and time management.
- Demonstrated professionalism in all aspects of the role.
- Experience with financial services systems (recordkeeping, trust, trading); and experience with plan recordkeeping and trust reconciliation.
- Proficiency in Microsoft Office applications, specifically Word and Excel required; Access and PowerPoint preferred.
- Excellent evaluation and problem resolution skills.
- Knowledge of retirement plans, ERISA, DOL and IRS regulations, and plan documents (individually designed and prototype).
- Ability to work in a team environment.
- Ability to work well under pressure with multiple priorities and deadlines.
- Ability to make sound business judgments concerning issues with potential financial and client relations liabilities.
- Ability to work extended hours to meet business needs as required.
- Quality focus with attention to detail.
