Current jobs related to Retirement Service Consultant - Phoenix, Arizona - Ascensus
-
Retirement Services Consultant
1 week ago
Phoenix, Arizona, United States Ascensus Full timeJob SummaryWe are seeking a highly skilled Retirement Services Consultant to join our team at Ascensus. As a key member of our client service team, you will be responsible for providing exceptional service to our partners, intermediaries, and plan sponsors.Key ResponsibilitiesDevelop and maintain a detailed understanding of retirement plans and Ascensus...
-
Retirement Services Consultant
3 weeks ago
Phoenix, Arizona, United States Ascensus Full timeJob SummaryWe are seeking a highly skilled and experienced professional to join our team as a Retirement Services Consultant at Ascensus. As a key member of our client service team, you will be responsible for providing exceptional service to our partners, intermediaries, and plan sponsors.Key ResponsibilitiesDevelop and maintain a detailed understanding of...
-
Retirement Services Consultant
1 day ago
Phoenix, Arizona, United States Ascensus Full timeJob SummaryWe are seeking a highly skilled Retirement Services Consultant to join our team at Ascensus. As a key member of our client service team, you will be responsible for providing exceptional service to our partners, intermediaries, and plan sponsors.Key ResponsibilitiesDevelop and maintain a detailed understanding of retirement plans and Ascensus...
-
Retirement Services Consultant
1 week ago
Phoenix, Arizona, United States Ascensus Full timeJob SummaryWe are seeking a highly skilled and experienced Retirement Services Consultant to join our team at Ascensus. As a key member of our client service team, you will be responsible for providing exceptional service to our partners, intermediaries, and plan sponsors.Key ResponsibilitiesDevelop and maintain a detailed understanding of retirement plans...
-
Retirement Solutions Consultant
4 weeks ago
Phoenix, Arizona, United States Soteriare Full timeRetirement Solutions Consultant - Remote OpportunityRole Overview: This position is designed for individuals who are passionate about guiding clients through their retirement planning journey. As a Retirement Solutions Consultant, you will play a pivotal role in enhancing customer loyalty and ensuring that our retirement plan participants make informed...
-
Financial Consultant
2 weeks ago
Phoenix, Arizona, United States Empower Retirement Full timeAbout the RoleWe are seeking a highly motivated and results-driven Financial Consultant to join our team at Empower Retirement. As a Financial Consultant, you will play a critical role in helping our customers achieve their long-term financial goals by providing guidance on available account options for their retirement savings goals.Key...
-
Financial Consultant
1 week ago
Phoenix, Arizona, United States Empower Retirement Full timeEmpower Your Career with a Growing OrganizationAt Empower Retirement, we're committed to helping individuals achieve their long-term financial goals. As a Financial Consultant, you'll play a vital role in providing guidance and support to our customers at key life moments.What You'll DoProvide over-the-phone guidance to customers regarding their...
-
Retirement Solutions Advisor
4 weeks ago
Phoenix, Arizona, United States Ascensus Full timePosition Overview: The Retirement Services Consultant plays a crucial role in delivering exceptional client support to our partners, intermediaries, and plan sponsors. This position requires a comprehensive understanding of retirement plans and Ascensus' offerings, aimed at assisting clients in effectively managing their retirement strategies. Key...
-
Automotive Service Consultant
4 weeks ago
Phoenix, Arizona, United States Midway Nissan Full timeJoin Our Team at Midway NissanMidway Nissan is on the lookout for a dedicated Automotive Service Consultant to enhance our service department. If you are passionate about the automotive industry, we invite you to explore this opportunity to become a valued member of our team.What We Offer:Competitive CompensationComprehensive Medical, Dental, and Vision...
-
Retirement Solutions Advisor
4 weeks ago
Phoenix, Arizona, United States Ascensus Full timePosition Overview: The Retirement Service Consultant plays a pivotal role in delivering exceptional client support to our partners, intermediaries, and plan sponsors. This position requires a comprehensive understanding of retirement plans and Ascensus' offerings, aimed at assisting clients in effectively managing their retirement strategies. Key...
-
Retirement Solutions Advisor
3 weeks ago
Phoenix, Arizona, United States Ascensus Full timePosition Overview: The Retirement Service Consultant plays a crucial role in delivering exceptional client support to our partners, intermediaries, and plan sponsors. This position requires a comprehensive understanding of retirement plans and Ascensus' offerings, aimed at assisting clients in effectively managing their retirement strategies. Key...
-
Retirement Solutions Advisor
4 weeks ago
Phoenix, Arizona, United States NFP Full timeAbout Us:NFP, a subsidiary of Aon, is recognized as a top workplace by Business Insurance and has received the prestigious 5-Star Diversity, Equity, and Inclusion (DEI) award from Insurance Business magazine. We pride ourselves on being a team of consultative advisors and problem solvers dedicated to assisting organizations and individuals worldwide in...
-
Retirement Plan Specialist
13 hours ago
Phoenix, Arizona, United States Pinnacle Plan Full timeJob Title: Retirement Plan ConsultantPinnacle Plan Design is seeking a highly skilled Retirement Plan Consultant to join our team. As a key member of our team, you will be responsible for performing annual administration for defined contribution and/or defined benefit plans, preparing annual reports for review, interpreting and reviewing plan documents,...
-
Automotive Service Consultant
4 weeks ago
Phoenix, Arizona, United States Meineke Car Care Centers Inc Defunct Full timePosition OverviewWe are seeking an Automotive Service Consultant to become a vital part of our team. The ideal candidate will possess outstanding communication and customer service skills, strong capabilities in service writing, and prior management experience.Daily ResponsibilitiesIn our dynamic automotive service center, no two days are alike. You will be...
-
Client Services Consultant
2 weeks ago
Phoenix, Arizona, United States Dragonfly Health Full timeAbout the RoleWe are seeking a highly skilled and experienced Client Services Consultant to join our team at Dragonfly Health. As a Client Services Consultant, you will be responsible for building and maintaining strong relationships with our clients, identifying opportunities for growth and improvement, and providing exceptional customer service.Key...
-
Director, Retirement Income – Life Company
4 days ago
Phoenix, Arizona, United States USAA Full timeAbout the RoleWe are seeking a highly skilled and experienced Director, Retirement Income to lead our Retirement Income teams in providing exceptional service to our members. As a key member of our leadership team, you will be responsible for directing multiple teams of Retirement Income Specialists who provide solutions to our members. You will analyze...
-
Financial Services Consultant
4 weeks ago
Phoenix, Arizona, United States Staff My Agency Full timeAre you a motivated individual with the following characteristics?DrivenInnovativeReceptive to feedbackEffective communicatorDisciplinedGenuineIf so, explore a fulfilling career with Staff My Agency, where you can make a meaningful difference in the lives of families every day.Supported by a leading organization in the financial services sector, we are...
-
Fleet Vehicle Service Consultant
4 weeks ago
Phoenix, Arizona, United States courtesyautomotivegroup Full timeAs a Fleet Vehicle Service Consultant, you are the key point of contact for our fleet clientele when they require assistance with their automobiles. Your role is crucial in fostering strong relationships with our customers. Fleet Service Consultants are tasked with guiding customers through the complete repair journey, keeping them updated on their vehicle's...
-
Retirement Income Specialist
2 weeks ago
Phoenix, Arizona, United States USAA Full timeAbout the OpportunityAs a Mid-Level Retirement Income Specialist at USAA, you will play a critical role in ensuring the financial security of our membership by assessing members' current retirement income needs, providing expert advice, and making tailored recommendations based on individual needs.Key ResponsibilitiesReceive requests for advice from current...
-
Retirement Income Specialist
1 week ago
Phoenix, Arizona, United States USAA Full timeAbout the RoleAs an Intermediate Retirement Income Specialist at USAA, you will play a critical role in ensuring the financial security of our membership. You will assess members' current retirement income needs, provide advice, and make recommendations based on their individual circumstances.Key ResponsibilitiesReceive requests for advice from current and...
Retirement Service Consultant
3 months ago
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