Senior Retirement Service Consultant, Client Services – Retirement

Ascensus

Client Services Consultant at Ascensus offering retirement plan expertise and client solutions. Coaching teams and managing client relations while securing sensitive data.

Posted 7/21/2026full-timeRemote • New Jersey • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relations and retirement plan management, with a strong focus on communication, problem resolution, and compliance with ERISA, DOL, and IRS regulations. Proven ability to mentor others and drive client retention through proactive service and relationship building.

Highest-signal resume keywords

Client ExperienceRetirement Plans KnowledgeProject Management SkillsCommunication SkillsFinancial Services Systems

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

Retirement PlansERISA RegulationsDOL RegulationsIRS RegulationsAnalytical SkillsProblem ResolutionMicrosoft WordMicrosoft ExcelMicrosoft AccessMicrosoft PowerPoint

Soft Skills

Client Service SkillsPresentation SkillsTime ManagementProfessionalismTeam Collaboration

Tools & Technologies

Financial Services SystemsRecordkeeping SystemsTrust SystemsTrading Systems

Certifications & Qualifications

ASPPA CertificationCEBS Certification

Industry Keywords

Retirement ServicesClient RetentionConsultative Client ServicePlan SponsorFinancial Professionals

About the role

Key responsibilities & impact

Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus.
Provide a high level of consultative client service while communicating and coordinating with clients and partners.
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.
Deliver client retention by anticipating client’s needs, recommending changes or actions.
Achieve service level goals, retention and organic growth goals established for each financial partner.
Manage day to day schedule for self and team according to client needs and needs of the business.
Ensure that our commitments to our clients are met by proactively reviewing the status of assigned plans’ periodic activity.
Assess client objectives, needs and behaviors to suggest plan, product or functionality changes to improve results for our clients.
Develop ideas for improvement and provide feedback/solutions to plan sponsor and financial professional.
Support peers and Manager(s) by handling escalated items/calls from clients.
Develop and maintain strong internal relationships across departments and locations.
Perform other duties and participate in or lead special projects as assigned.

Requirements

What you’ll need

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);
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 extended hours to meet business needs as required.
Strong project management skills.

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development