Apply

Ready to go for it?

AI Apply speeds things up—apply directly if you prefer.

FREE ACCESS
5,000–10,000 jobs/day
JobTailor Logo

See all jobs on JobTailor

Search thousands of fresh jobs every day.

Discover
  • Fresh listings
  • Fast filters
  • No subscription required
Create a free account and start exploring right away.
Ascensus

Retirement Service Consultant, Client Services

Ascensus

Retirement Service Consultant providing client service and expertise in retirement plans for Ascensus. Collaborating with partners and managing client relationships to ensure satisfaction.

Posted 6/24/2026full-timeRemote • Pennsylvania • 🇺🇸 United StatesMid-LevelSeniorWebsite

ATS Keywords

Tailor your resume
Applicant Tracking System Keywords

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

Hard Skills
client serviceproblem-solvingresearchfinancial services systemsrecordkeepingtrusttradingMicrosoft OfficeExcelWord
Soft Skills
communicationclient satisfactionconsultingteam collaborationclient retentionanticipating needs
Tools & Technologies
Microsoft AccessMicrosoft PowerPoint
Certifications & Qualifications
Bachelor’s degreeASPPACEBS
Industry Keywords
retirement plansRetirement Servicesclient experience

About the role

Key responsibilities & impact
  • Provides client service to partners, intermediaries, and plan sponsors
  • Develops and maintains knowledge of retirement plans and Ascensus products/services
  • Works with Relationship Manager to deliver client satisfaction
  • Resolves client issues and engages clients with consulting
  • Communicates with team to keep all informed and aid current client strategy
  • Provides thorough, high-quality research and problem-solving
  • Delivers client retention by anticipating needs and recommending changes

Requirements

What you’ll need
  • Bachelor’s degree or equivalent work experience
  • Minimum 3 years direct client experience in Retirement Services industry
  • 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

Benefits

Comp & perks
  • Health insurance
  • Retirement plans
  • Paid time off
  • Flexible work arrangements
  • Professional development
  • Equipment allowances