Retirement Services Consultant

4 weeks ago


Dresher, Pennsylvania, United States Ascensus Full time
Job Summary

We 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 Responsibilities
  • Develop and maintain a detailed understanding of retirement plans and Ascensus products and services.
  • Provide consultative proactive client service in a professional manner.
  • Maintain and continue to grow detailed knowledge and understanding of retirement plan rules and Ascensus business and product offerings.
  • Consistently provide high-quality research, problem-solving, and issue resolution.
  • Communicate effectively with all levels within the Ascensus organization and with our client base.
  • Assist in the management of vendor relationships on behalf of clients and partners.
  • Deliver client retention by anticipating client needs and recommending changes or actions.
  • Achieve individual and team goals for service levels, growth, and retention for assigned book of business.
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.
  • 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.
What We Offer

Ascensus offers a competitive salary range of $40K-80K in base pay, exclusive of any bonuses and benefits. We also offer a range of rewards and benefits, including 401(k) match, Medical, Dental, Vision, Paid-Time-Off, and more. For more information, please visit our website.

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



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