Financial Services Consultant

3 days ago


Phoenix, Arizona, United States Ascensus Full time
About the Role

We are seeking a highly skilled Financial Services Consultant to join our team at Ascensus. As a key member of our organization, you will be responsible for providing exceptional service and support to our clients in the retirement plan industry.

The ideal candidate will have 3-5 years of experience in Retirement Services, with a strong emphasis on the daily 401(k) environment. You will possess excellent communication skills, both written and verbal, and be able to build collaborative relationships with clients and colleagues.

In this role, you will be responsible for interpreting plan documents, providing calculations and amounts to plan sponsors, communicating fund actions, consulting with clients to answer inquiries, researching and resolving issues, and responding to requests for specialized reports.

You will also assist plan sponsors and intermediaries on the utilization of web-based applications, deliver web demonstrations for financial advisors and plan sponsors, work with clients to correct and fund payroll items, manage distribution requests, coordinate plan compliance testing with the compliance team, participate in sales finals presentations, and promote cross-sell opportunities as needed.

This is a fantastic opportunity to join a dynamic team and contribute to the success of our organization. If you are a motivated and detail-oriented individual with a passion for financial services, we encourage you to apply.



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