Retirement Services Expert with Industry Knowledge
2 weeks ago
Job Overview
Servicing Client NeedsThis role involves delivering exceptional client service to our partners, intermediaries, and plan sponsors. As a Retirement Services Consultant, you will develop in-depth knowledge of retirement plans and Ascensus products and services to help clients manage their retirement plans effectively.
The position works closely with the Relationship Manager to provide retirement plan and operational expertise, proactively identifying, owning, and resolving client issues, and engaging clients with value-added consulting.
We welcome candidates with various levels of experience to apply for this role, from entry-level to senior-level associates.
Main Responsibilities- Protect confidential data held by Ascensus against unauthorized access, improper transmission, or unapproved disclosure, ensuring no harm to the company or clients.
- Implement the I-Client philosophy and Core Values (People Matter, Quality First, Integrity Always) in daily actions to support the organizational culture.
- Maintain and grow detailed knowledge of retirement plan rules and Ascensus business and product offerings.
- Consistently provide high-quality, proactive client service in a professional manner.
- Develop effective working relationships with team members and internal departments to provide excellent service for clients.
- Identify, document, and monitor assigned items; determine required action for resolution of client issues.
- Ensure inquiries and issues are resolved, and service levels are met.
- Provide thorough, high-quality research, problem-solving, and issue resolution.
- Communicate clearly and concisely with clients and advisors regarding services, execution, and resolution throughout the service cycle.
- Participate in creating a strategy with the Relationship Manager to ensure client retention.
- Identify, document, and address risks through superior client service, communicating with the team to keep them informed and support current client strategy.
- Assist in managing vendor relationships on behalf of clients and partners.
- Deliver client retention by anticipating client needs, recommending changes or actions, in conjunction with the Relationship Manager.
- Achieve individual and team goals for service levels, growth, and retention for the assigned book of business.
- Identify and document systematically 'opportunity plans,' working with the Relationship Manager on a strategy to mitigate risk.
- 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, ability to communicate effectively with all levels within the organization and with clients.
- 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); 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 that, 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.
Ascensus offers competitive salaries ranging from $40,000 to $80,000 per year, depending on location, experience, performance, and internal pay alignment. Additional benefits include:
*401(k) match*
*Medical, dental, vision insurance*
*Paid-time-off*
Please visit careers.ascensus.com/#benefits for more information.
Note: All email communications from Ascensus originate from @ascensus.com or @futureplan.com email addresses. We do not ask for payment or require equipment purchases. If suspicious about job posting validity, apply directly through our website.
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