Retirement Solutions Advisor
2 weeks ago
Position 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 Responsibilities:
• Safeguard and manage all confidential information held by Ascensus to prevent unauthorized access and ensure compliance with data protection standards.
• Uphold the I-Client philosophy and embody the Core Values of People Matter, Quality First, and Integrity Always in daily interactions.
• Continuously enhance knowledge of retirement plan regulations and Ascensus' products and services.
• Deliver proactive and professional client service, ensuring high satisfaction levels.
• Foster strong working relationships with team members and internal departments to facilitate effective client service.
• Resolve inquiries and issues promptly while meeting established service levels.
• Conduct thorough research and problem-solving to address client concerns.
• Communicate clearly and effectively with clients and advisors regarding service delivery and issue resolution.
• Collaborate with the Relationship Manager to develop strategies that enhance client retention.
• Identify and mitigate risks through superior client service and maintain communication with the team to support client strategies.
• Assist in managing vendor relationships on behalf of clients.
• Anticipate client needs and recommend appropriate actions to enhance service delivery.
• Achieve individual and team objectives related to service levels and client retention.
• Document and address opportunities for improvement in collaboration with the Relationship Manager.
• Maintain proactive communication with clients regarding service delivery components.
• Prioritize tasks effectively to ensure quality service to clients and partners.
• Review the status of assigned plans' activities to ensure commitments are met.
• Assess client goals and suggest plan modifications to enhance outcomes.
• Educate clients on plan features and Ascensus' capabilities.
• Propose improvements and solutions to minimize risks and streamline processes.
• Serve as a subject matter expert and provide training to team members as needed.
• Participate in or lead special projects as assigned.
Qualifications:
· Bachelor's degree or equivalent experience.
· Experience in client-facing roles within the Retirement Services sector is preferred.
· Progress towards industry certifications (e.g., ASPPA, CEBS) is advantageous.
· Strong written and verbal communication skills are essential.
· Proficient presentation and client service skills, along with effective time management.
· Professional demeanor in all aspects of the role.
· Familiarity with financial services systems and retirement plan administration.
· Proficiency in Microsoft Office applications, particularly Word and Excel.
· Strong analytical and problem-solving abilities.
· Knowledge of retirement plans, ERISA, DOL, and IRS regulations.
· Ability to work collaboratively in a team environment.
· Capacity to manage multiple priorities and deadlines in a fast-paced setting.
· Sound judgment in handling sensitive business issues.
· Willingness to work extended hours as necessary.
· Attention to detail and a commitment to quality.
· Additional responsibilities as assigned.
The salary range for this position is competitive and may vary based on factors such as experience and performance. Benefits may include 401(k) matching, medical, dental, vision coverage, and paid time off.
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