Retirement Services Consultant

4 days ago

Phoenix, Arizona, United States Ascensus Full time
Job Title: Retirement Service Consultant

Ascensus is seeking a highly skilled and motivated Retirement Service Consultant to join our team. As a key member of our client service team, you will be responsible for providing exceptional service to our clients, ensuring their retirement plans are managed effectively, and delivering value-added consulting to drive business growth.

Key Responsibilities:
  • Develop and maintain a deep understanding of retirement plans and Ascensus products and services to provide expert guidance to clients.
  • Work closely with Relationship Managers 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.
  • Provide thorough, high-quality research, problem-solving, and issue resolution to clients, ensuring their needs are met and exceeded.
  • Develop effective working relationships with team members and internal departments to provide effective service for our clients.
  • Ensure inquiries and issues are resolved and service levels are met, providing clear and concise communication to clients and advisors throughout the service cycle.
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, with the ability to communicate effectively with all levels within the Ascensus organization and 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 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.

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