Senior Retirement Service Consultant

Ascensus

Senior Retirement Service Consultant providing consultative client service and operational expertise for Ascensus retirement services. Engaging clients and resolving complex plan issues for a better retirement experience.

Posted 6/18/2026full-timeRemote • Minnesota, New Jersey, Pennsylvania • 🇺🇸 United StatesSenior💰 $60,000 - $80,000 per yearWebsite

About the role

Key responsibilities & impact

Responsible for 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.
Consistently provide 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 to your clients.
Demonstrate a detailed knowledge of retirement plans and the Ascensus business.
Coach and mentor others in all aspects of retirement plan and client relations factoring in the needs of the client and Ascensus to arrive at appropriate solutions.
Successfully monitor and follow-up on assigned items; includes determining required action for resolution of client issues, documenting and implementing solutions as appropriate.
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 and provide updates on product and plan initiatives.
Participates in the management of vendor relationships on behalf of clients and partner.
Deliver client retention by anticipating client’s needs, recommending changes or actions, in conjunction with the Relationship manager.
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.
Responsible for proactive communication with the client and partners regarding all components of service delivery.
Solicit and share feedback with appropriate internal resources.
Manage day to day schedule for self and team according to client needs and needs of the business.
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 (compliance testing, 5500, quarterly statements, RMDs, etc.).
Assess client objectives, needs and behaviors to suggest plan, product or functionality changes to improve results for our clients.
Educate client regarding plan features, product capabilities or Ascensus functionality and process.
Support peers and Manager(s) by handling escalated items/calls from clients.
Responsible for oversight and resolution of the escalated item.
Develop and maintain strong internal relationships across departments and locations.
Responsible for developing materials, training and assisting others across departments in these areas.

Requirements

What you’ll need

Bachelor’s degree or equivalent work experience
Minimum of 3-5 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
The ability to communicate effectively (clear, concise and professionally) with all levels within the Ascensus organization, as well as with our 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 (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.

Benefits

Comp & perks

401(k) match
Medical
Dental
Vision
Paid-Time-Off

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills & Tools

retirement planscompliance testing5500quarterly statementsRMDsplan recordkeepingtrust reconciliationanalytical skillsproblem resolution

Soft Skills

client servicecommunication skillspresentation skillstime managementprofessionalismteamworkability to work under pressureconsultative client servicecoachingmentoring

Certifications

Bachelor’s degreeASPPACEBS