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Company

Ascensus · 14 hours ago

Defined Benefit Consultant

Milwaukee, WI

Full-time

Remote

Mid, Senior Level

5+ years exp

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ConsultingRetirement

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Responsibilities

Manage a book of business as defined in the annual goals.

Request and follow-up data, trust, documents, and other information needed to complete our work in a timely fashion and minimize rushes.

Assign appropriate tasks in Workflow and manage due dates with clients and specialists.

Monitor Workflow reports for routine follow up tasks.

Work with assigned Specialists to ensure Normal Recurring Services is completed within our service standards.

Work with assigned Specialists to ensure Other Services are completed by agreed upon due date with client.

Provide answers and solutions to problems Specialists encounter.

Ensure all client phone calls and emails are responded to within the same business day but no later than 24 business hours.

Build strong relationships with each client and TPA and ensure needs are being met.

Manage changes of client needs and expectations and changes taking place within client’s firm.

Be the main contact for our clients, advisors, CPAs and attorneys who are involved with the plans for strategic plan issues.

Be the first to be contacted by a client when they have consulting/strategic issues regarding the plans.

Identify and define clients’ problems. Listen for issues that client is facing and find appropriate solutions for them.

Achieve above 9+ average ratings on client survey forms. Maintain a good relationship with each client.

Draft client communication materials including email templates and client memos.

Seek out value add occasions by looking for opportunities to provide additional services to clients and bill for those services.

Prepare Client Authorization Forms for additional special service projects.

Prepare and send client communications regarding events or issues, including changes in the law and regulations that may affect their plans

Enter consulting time in time keeping system daily.

Ensure client service agreements are up-to-date.

Complete billing by processing assigned invoicing within 5 business days of receipt from Accounting.

Communicate and resolve billing issues with senior management.

Collect outstanding invoices by working with Accounting. Monitor the Aging report and follow up when talking with the client and outstanding invoices. Ideal days-sales-outstanding (DSO) is less than 35 days.

Attend appropriate training sessions to stay abreast of current pension law and retirement industry practices.

Keep current on all aspects of retirement plan consulting by reading circulated emails and papers on technical/investment issues.

Provide back up to other teams as assigned.

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.

Our I-Client service philosophy and our 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.

Assist with other tasks and projects as assigned.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Retirement plan experiencePlan administrationCompliance testingPension law knowledgeWindowsMicrosoft WordMicrosoft ExcelASPPA designationEA designation