Ascensus · 3 days ago
Retirement Service Consultant
Chicago, IL
Full-time
Onsite
Entry, Mid, Senior Level
$40K/yr - $80K/yrAscensus is the leading independent technology and service platform powering savings plans across America. The Retirement Service Consultant is responsible for providing client service to partners and plan sponsors, ensuring client satisfaction by delivering retirement plan expertise and resolving issues proactively.
ConsultingRetirementTraining
Responsibilities
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients
The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture
Maintain and continue to grow detailed knowledge and understanding of retirement plan rules and Ascensus business and product offerings
Consistently provide a high level of consultative proactive client service in a professional manner
Develop effective working relationships with team and internal departments in order to provide effective service for our clients. Successfully identify record and monitor assigned items; includes determining required action for resolution of client issues
Ensure inquires and issues are resolved and service levels are met
Provide thorough, high quality research, problem solving and issue resolution
Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle
Participates in creating a strategy with Relationship manger to ensure client retention
Identify, document and address risks through superior client service. Communicate with team in order to keep all informed and support current client strategy
Assist in the management of vendor relationships on behalf of clients and partner
Deliver client retention by anticipating client’s needs, recommending changes or actions, in conjunction with the Relationship manager
Achieve individual and team goals for service levels, growth and retention for assigned book of business
Identify and document systematically “opportunity plans” working with Relationship Manager on a strategy to mitigate risk
Achieve individual and team goals, for service levels, growth and retention risks through servicing your clients
Proactively communicate with the client and partners regarding all components of service delivery. Solicit and share feedback with appropriate internal resources in order to improve the client experience
Prioritize activities and manage time to effectively and efficiently provide quality client service to our partners and clients
Ensure that our commitments to our clients are met by proactively reviewing the status of assigned plans’ periodic activity (compliance testing, 5500, quarterly statements, RMDs, etc.)
Assess client objectives, needs and behaviors to suggest plan, product or functionality changes to improve results for our clients
Educate client regarding plan features, product capabilities or Ascensus functionality and process
Develop ideas for improvement and provide feedback/solutions to plan sponsor and financial professional to minimize risk and improve process
Act in the role as the subject matter expert on specific topics for initiatives with responsibility for training and assisting others across departments in area of expertise
Provide training to members of team as opportunities arise
Perform other duties and participate in or lead special projects as assigned
Qualification
Required
Bachelor's degree or equivalent work experience
Excellent written and verbal communication skills. The ability to communicate effectively (clear, concise and professionally) with all levels within the Ascensus organization, as well as 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 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
Preferred
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
Benefits
401(k) match
Medical
Dental
Vision
Paid-Time-Off
Company
Ascensus
Ascensus delivers high-quality solutions for every segment of the retirement plan marketplace.
Founded in 1980
5001-10000 employees
H1B Sponsorship
Ascensus has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (9)
2024 (7)
2023 (9)
2022 (23)
2021 (14)
2020 (19)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Atlas Merchant Capital
2021-04-26Acquired
2019-02-19Secondary Market
Leadership Team
Marc Mehlman
Chief Financial Officer
Marc Doucette
Regional Vice President
Recent News
2025-10-09
Crowdfund Insider
2025-09-17
2025-09-17
Company data provided by crunchbase