Retirement Service Consultant

Found in: beBee S US - 2 weeks ago

Remote, United States Ascensus Full time

Position Purpose:           

This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Retirement Services Consultant will develop and maintain a detailed understanding of retirement plans and Ascensus products and services with the goal of helping our clients manage their retirement plans appropriately. The Retirement Service Consultant works with the Relationship Manager to deliver client satisfaction by providing retirement plan and operational expertise, proactively identifying, owning and resolving client issues and engaging clients with value added consulting.

We are hiring entry level through senior level associates so all experience levels are encouraged to apply.

Essential Duties and Responsibilities:

•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.

•The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.

•Maintain and continue to grow detailed knowledge and understanding of retirement plan rules and Ascensus business and product offerings

•Consistently provide a high level of consultative proactive client service in a professional manner.

•Develop effective working relationships with team and internal departments in order to provide effective service for our clients.  Successfully identify record and monitor assigned items; includes determining required action for resolution of client issues.

•Ensure inquires and issues are resolved and service levels are met.

•Provide thorough, high quality research, problem solving and issue resolution

•Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle.

•Participates in creating a strategy with Relationship manger to ensure client retention.

•Identify, document and address risks through superior client service. Communicate with team in order to keep all informed and support current client strategy.   

•Assist 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.

•Achieve individual and team goals, for service levels, growth and retention risks through servicing your clients.

•Proactively communicate with the client and partners regarding all components of service delivery.  Solicit and share feedback with appropriate internal resources in order to improve the client experience.

•Prioritize activities and manage time to effectively and efficiently provide quality client service to our partners and clients.

•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.

•Develop ideas for improvement and provide feedback/solutions to plan sponsor and financial professional to minimize risk and improve process.

•Act in the role as the subject matter expert on specific topics for initiatives with responsibility for training and assisting others across departments in area of expertise.

•Provide training to members of team as opportunities arise.

•Perform other duties and participate in or lead special projects as assigned.

Minimum Requirements:

·         Bachelor’s degree or equivalent work experience.

·         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. 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.

·          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.

·         Handle other essential tasks as assigned.

The national average salary range for this role is  $40K-80K in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis.  Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc.  For more information, please visit careers.ascensus.com/#Benefits. 

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

  • Financial Planner Consultant

    Found in: Talent US C2 - 3 weeks ago

    Remote, United States Ellevest Full time

    Who We Are Ellevest is an investing and wealth management company built by women, for women. In a sea of financial services, we stand apart with our mission to get more money in the hands of women, no matter where they’re starting or how far they’ve come. We started by building the only gender-aware online investing platform that takes totally...

  • Sales and Design Consultant

    Found in: beBee jobs US - 2 weeks ago

    Remote, Oregon, United States California Closets CCO Full time

    Job DescriptionThe Design and Sales Consultant provides an in-home customer experience by designing and selling cabinetry, closets, home offices, garages, media centers, and other storage solutions for homes. This position includes selling, designing, measuring home spaces, and providing an exceptional experience.What We Offer:California Closets has both...

  • Sales and Design Consultant

    Found in: beBee jobs US - 2 weeks ago

    Remote, Oregon, United States California Closets CCO Full time

    Job DescriptionThe Design and Sales Consultant provides an in-home customer experience by designing and selling cabinetry, closets, home offices, garages, media centers, and other storage solutions for homes. This position includes selling, designing, measuring home spaces, and providing an exceptional experience.This role will oversee Martin County, FL.What...

  • Sales and Design Consultant

    Found in: beBee jobs US - 2 weeks ago

    Remote, Oregon, United States California Closets CCO Full time

    Job DescriptionThe Design and Sales Consultant provides an in-home customer experience by designing and selling cabinetry, closets, home offices, garages, media centers, and other storage solutions for homes. This position includes selling, designing, measuring home spaces, and providing an exceptional experience.This position will oversee Brevard County:...

  • Senior Technical Consultant

    3 weeks ago

    Remote, United States Ingenious Unlimited Staffing Full time

    Job DescriptionJob DescriptionPosition DescriptionAs a Senior Technical Consultant, you will be a SyteLine developer with 5 plus years of experience, providing billable services to customers in support of their SyteLine system. Depending on your skill set, you may also provide other development or technical services unrelated to SyteLine. This role offers a...

  • Solution Consultant

    Found in: beBee jobs US - 2 weeks ago

    Remote, Oregon, United States Seismic Full time

    Please be aware we have noticed an increase in hiring scams potentially targeting Seismic candidates. Read our full statement on our Career's page.Seismic, a rapidly growing Forbes Cloud 100 company, is the global leader in enablement, helping make sales teams better by becoming more productive and engaging with buyers in a compelling way. Seismic's platform...

  • Consultants

    Found in: beBee jobs US - 2 weeks ago

    Remote, Oregon, United States TransUnion Full time

    We'd Love to See:Job Description Consultants for various and unanticipated worksites throughout the US (HQ:Chicago, IL). Independently plan and deliver database data warehouse and storage architecture. Maintain and manage design services, provide sizing and configuration assistance and perform needs assessments. Analyze current business practices, processes...

  • Senior Consulting Analyst

    Found in: beBee jobs US - 3 weeks ago

    Remote, Oregon, United States Photon Full time

    Job DescriptionGreetings EveryoneWho are we? For the past 20 years, we have powered many Digital Experiences for the Fortune 500. Since 1999, we have grown from a few people to more than 4000 team members across the globe that are engaged in various Digital Modernization. For a brief 1 minute video about us, you can check What will you do?What are we looking...

  • Cost Consultant

    Found in: beBee jobs US - 1 week ago

    Remote, Oregon, United States Procon Consulting Full time

    Procon Consulting, a fast-growing professional services firm in McLean, VA with expertise in construction management (CM), construction-related technology, space planning, and facilities management, seeks a junior to mid-level Consultant with 4 or more years of experience in producing cost estimates for construction projects or services. The candidate will...

  • Senior Data Science Consultant

    Found in: beBee jobs US - 3 weeks ago

    Remote, Oregon, United States DesignMind Full time

    DesignMind is seeking a Senior Data Science Consultant to join one of the country's top data and analytics consulting teams. Applicants must reside within the United States. DesignMind is a Microsoft Solutions Partner in Data & AI, and has partnerships with Snowflake, Databricks, AWS, Profisee, PowerON, and other leading technology providers.As a Senior Data...

  • Manager, Solutions Consulting

    Found in: beBee jobs US - 2 weeks ago

    Remote, Oregon, United States Fleetio Full time

    DescriptionWe're looking for an experienced leader in Solutions Consulting (or Sales Engineering) to lead a growing technical pre-sales function at Fleetio. You & your team will be the customer facing product experts, working alongside our sales team to drive ARR growth. As the first hire on the team, you'll be tasked with building the team and setting the...

  • GTM Consultant, Integrated Sponsorships

    Found in: beBee jobs US - 7 days ago

    Remote, Oregon, United States Howl Full time

    About HowlHowl is the creator platform for social commerce. We build tools for brands and creators to sell more products across every social platform, together.In the last 10 years, the $20bn influencer ecommerce market has become a critical part of the retail industry. It has evolved into social commerce, a new $1.2 trillion market opportunity (link)...

  • Kinaxis RapidResponse Technical Consultant

    2 weeks ago

    Remote, United States Emjee Consulting Full time

    Job DescriptionJob DescriptionWe are looking for a 100% remote Kinaxis Rapid Response technical resource who can participate in the design, development and analysis of their Kinaxis Rapid Response workbooks/applications. Below are some more details on the responsibilities.Essential job functions:1. Write new, or upgrade existing RR low code to implement new...

  • Consultant, Product Solutions

    Found in: beBee jobs US - 2 weeks ago

    Remote, Oregon, United States Bitwave Full time

    ContextBitwave is an enterprise software and services company with the mission of bringing digital assets to enterprises. Software PlatformWe've built an enterprise software platform that enables enterprises to meet their digital asset/cryptocurrency specific accounting, tax, treasury, and management obligations. In most situations our platform is a...

  • Microsoft 365 Consultant

    Found in: beBee jobs US - 8 hours ago

    Remote, Oregon, United States JURMY CONS FAYER SRL Full time

    Tip job: FullTimeWho is this role for:We are seeking a highly skilled and motivated Microsoft 365 Consultant to join our Professional Services team. The successful candidate will be responsible for working with as part of our highly successful team; designing, implementing, and managing Microsoft 365 services and solutions for our clients. You will work with...

  • Risk Consultant

    2 days ago

    Remote, United States ThreePDS Inc. Recruiting, Staffing, and Consulting Full time

    Job DescriptionJob DescriptionOur client is a Global Risk Management Firm focused on providing the ultimate in knowledge and experience to their clients.Location: HybridRoles: 5 Open RolesLong Term Contract  6+ months$58.00/hr to $65.00/hr Job Description: This position is for an established and productive professional individual contributor in Risk...

  • Risk Consultant

    2 weeks ago

    Remote, United States ThreePDS Inc. Recruiting, Staffing, and Consulting Full time

    Job DescriptionJob DescriptionOur client is a Global Risk Management Firm focused on providing the ultimate in knowledge and experience to their clients.Location: HybridRoles: 5 Open RolesLong Term Contract  6+ months$58.00/hr to $65.00/hr Job Description: This position is for an established and productive professional individual contributor in Risk...

  • Senior Technical Consultant

    2 weeks ago

    Remote, United States Capabilix Full time

    Job DescriptionJob DescriptionWe're looking for a self-motivated Senior Technical Consultant to deliver exceptional service to our customers. You'll leverage your expertise in SyteLine, Infor CSI, .NET, and AWS to develop solutions, analyze requirements, and ensure successful project delivery.Key Responsibilities:Gather requirements, analyze...

  • Senior Technical Consultant

    Found in: Resume Library US A2 - 2 weeks ago

    Remote, Oregon, United States Ingenious Unlimited Staffing Full time

    Position Description As a Senior Technical Consultant, you will be a SyteLine developer with 5 plus years of experience, providing billable services to customers in support of their SyteLine system. Depending on your skill set, you may also provide other development or technical services unrelated to SyteLine. This role offers a unique opportunity for...

  • Support Technical Consultant

    Found in: beBee jobs US - 5 days ago

    Remote, Oregon, United States Mitratech Full time

    At Mitratech, we are a team of technocrats focused on building world-class products that simplify operations in the Legal, Risk, Compliance, and HR functions of Fortune 100 companies. We are a close-knit, globally dispersed team that thrives in an ecosystem that supports individual excellence and takes pride in its diverse and inclusive work culture centered...