Retirement Service Consultant

2 days ago

Arizona City, United States Ascensus Full time
Position Purpose:

This position provides client service to our partners, intermediaries and plan sponsors. The Retirement Services Consultant will develop and maintain a detailed comprehension 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.

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.
  • Our I-Client service philosophy and our 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 comprehension 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 establishing 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 exceptional client service. Communicate with team in order to keep all informed and aid 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 personal 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.
  • Proactively communicate with the client and partners regarding all components of service delivery. Solicit and administer 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 devotion to our clients are met by proactively reviewing the status of assigned plans' periodic activity (compliance testing, 5500, quarterly statements, RMDs, etc.).
  • Assess client goals, 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 accountability 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 head special projects as assigned.
Minimum Requirements:
  • Bachelor's degree or equivalent work experience.
  • Minimum 3 years 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 evaluation 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.

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.

  • Caregiver Associate

    1 week ago

    Arizona City, Arizona, United States Spectrum Retirement Full time

    OverviewSpectrum Retirement Communities is a leading provider of retirement living services, dedicated to delivering exceptional care and support to our residents. Our team of compassionate professionals is committed to fostering a warm and welcoming environment that promotes independence, dignity, and quality of life.

  • Sales Consultant

    1 month ago

    Arizona City, Arizona, United States Zales Full time

    Key Responsibilities:• Provide exceptional customer service to ensure a superior experience for valued customers.• Engage customers in conversation to understand their needs and desires, and present merchandise accordingly.• Share detailed information regarding features and benefits of products, including extended service plans and financing...

  • Retirement Senior Analyst:

    1 week ago

    Foster City, United States Akraya Full time

    Primary Skills: Retirement Planning-Expert, Compliance-Advanced, Data Analysis-Advanced, ERISA law-Intermediate, Payroll Administration-Intermediate Contract Type: W2 Duration: 05 Months Location: Hybrid in Foster City, CA or Austin, TX Pay Range: $40 -$45 per hour Job Summary: The Retirement Senior Analyst (HR Retirement Specialist) is a critical role...

  • Retirement Plan Consultant

    2 days ago

    Salt Lake City, UT, United States Corebridge Financial, Inc. Full time

    Retirement Plan Consultant - Salt Lake City, UT Who we are Corebridge helps people make some of the most meaningful decisions they’re ever going to make. We help them plan and take action to protect the future they envision and respond to some of life’s most difficult moments through the solutions and services we provide. We do this through our broad...

  • Retirement Plan Service Specialist

    3 weeks ago

    Kansas City, Missouri, United States SS&C Technologies Full time

    Job DescriptionTitle: Retirement Plan Client Relations Specialist - Fund Event TeamLocation: Hybrid - Kansas City, MO or Braintree, MAJob Summary: We are seeking a skilled Client Relations Manager to join our Fund Event Operations team. The ideal candidate will have experience in the retirement plan industry and be able to effectively communicate with...

  • Retirement Planning Expert: Data Analysis and Compliance

    7 days ago

    Foster City, California, United States Akraya Full time

    **Overview of the Role**The Retirement Senior Analyst is a critical position focusing on the administration and compliance of US retirement plans to ensure consistent operation and adherence to regulations.This role involves direct collaboration with various teams including Benefits, Payroll, Legal, and HR Shared Services, as well as third-party...

  • Strategic Recruitment Consultant

    1 week ago

    Arizona City, Arizona, United States LHH Full time

    LHH Recruitment Solutions is a leading staffing agency in the Non-Clinical Healthcare and Behavioral Health sector. We are seeking a skilled Strategic Recruitment Consultant to join our team.This role offers a unique opportunity to work with a dynamic team, providing recruitment services to clients across the nation. The successful candidate will be based...

  • Automotive Service Consultant

    6 days ago

    Kansas City, Missouri, United States MSX International Full time

    Job DescriptionWe are seeking an Automotive Service Consultant to join our team at MSX International. This is a full-time position with a competitive salary of $60,000 - $80,000 per year.As an Automotive Service Consultant, you will work closely with dealerships to implement service strategies that grow business, increase profitability, customer...

  • Professional Services Consultant

    3 months ago

    Ohio City, United States Roessel Joy Full time

    Job Description RoesselJoy Technology has partnered with an IT Security Organization looking to hire a full-time Professional Services Consultant. This role will Deliver onsite and remote software/hardware and consultative, professional services; you will provide customers with technical expertise for solution implementations - including customer discovery...

  • Facility Services Consultant

    5 days ago

    Ashland City, United States Lee Company Full time

    Facility Services Consultant at Lee Company summary: The Facility Services Consultant at Lee Company provides technical solutions and expert knowledge in HVAC, plumbing, and electrical services for commercial facilities throughout the Southeastern United States. This role involves a consultative selling approach to secure preventative maintenance HVAC...

  • Customer Service Specialist I

    4 months ago

    Salt Lake City, United States Utah Retirement Systems Full time

    About The Company: Utah Retirement Systems (URS) provides benefits for state and other Utah public employees. It has two divisions, the Retirement Office administers pension and retirement savings plans. PEHP specializes in medical, dental, life, and other benefits. Job Description: Summary: Performs a variety of advanced level technical and routine...

  • Financial Services Consultant

    1 week ago

    Grove City, Ohio, United States Western & Southern Life Full time

    Job Title: Financial Services ConsultantWe are seeking a motivated and skilled Financial Services Consultant to join our team. As a Financial Services Consultant, you will be responsible for meeting the financial needs of middle-income clients by providing risk protection, financial security, and wealth creation solutions.About the RoleYou will educate...

  • Psychiatric Consultant, MD or DO | Mental Health

    7 days ago

    Arizona City, United States Concert Health Full time

    Concert Health is a mission-driven behavioral health medical group that brings evidence-based behavioral health treatment to primary care practices, organizations, and patients across America. Having treated over 100,000 patients using the Collaborative Care Model (CoCM), Concert is at the cutting edge of scaling patient care and furthering the field through...

  • Financial Services Consultant

    3 days ago

    Oklahoma City, Oklahoma, United States Bluecrest Financial Alliances Full time

    About Bluecrest Financial AlliancesWe are a dynamic and innovative financial services firm that offers unparalleled opportunities for career growth and professional development.Our team is dedicated to providing exceptional service to our clients, and we are seeking a talented individual to join our ranks as a Financial Services Consultant.

  • Medical Consultant for Acute Care Services

    5 days ago

    Oklahoma City, United States Integris Health Full time

    OverviewIn the Oklahoma City metropolitan area, INTEGRIS Health Hospital at Home offers an innovative approach to acute care. This model provides patients with the opportunity to receive high-quality medical attention in the comfort of their own homes, eliminating the need for hospital admission.The Key Components of this program include:• Advanced remote...

  • Customer Service Consultant

    4 days ago

    Redwood City, United States Caliber Collision Centers Full time

    Service Center Redwood City JOB SUMMARY Caliber Collision has an immediate job opening for a Customer Service Consultant to perform all-purpose duties, which may include, but not limited to properly greeting customers in person or on the phone, determine their needs, and immediately respond by providing guidance and assistance as required, assisting...

  • Automotive Service Consultant

    3 days ago

    Missouri City, Texas, United States Sun Auto Tire and Service Full time

    Service Advisor Role SummarySun Auto Tire & Service is seeking a skilled Service Advisor to join our team. As a Service Advisor, you will be responsible for selling and promoting all products and services offered by our company while following our store standards and expectations.Key Responsibilities:Promptly greet customers in a professional and courteous...

  • Outbound Customer Service Representative

    2 weeks ago

    Arizona City, United States Insight Global Full time

    Must Have: Bilingual in English and Spanish Must have reliable personal computer or laptop running Windows 11 OR the MacOS 12.7.4 or higher (company is no longer providing equipment) Experience in a high-volume outbound calling role with the ability to make 100+ calls a day on an automatic dialer without getting burned out Excellent communication skills,...

  • Service Consultant

    4 weeks ago

    Sun City, United States Sun Devil Auto Full time

    Overview: Are you looking to have a successful automotive career? At Sun Devil Auto we are looking for Sales and Service Advisors to join our team. We are a growing company and if you come ready to give it your all, your hard work will pay off. The Sales and Service Advisor is responsible for selling and promoting all products and services offered by the...

  • Facility Services Consultant

    3 days ago

    Ashland City, TN, United States Lee Company Full time

    Facility Services Consultant at Lee Company summary: The Facility Services Consultant at Lee Company provides technical solutions and expert knowledge in HVAC, plumbing, and electrical services for commercial facilities throughout the Southeastern United States. This role involves a consultative selling approach to secure preventative maintenance HVAC...