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Company

Ascensus · 2 hours ago

Retirement Service Consultant, Client Services - Retirement

Phoenix, AZ

Full-time

Remote

Mid Level

3+ years exp

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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.

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.

Maintain and continue to grow detailed knowledge and comprehension 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 establishing 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 exceptional client service. Communicate with team in order to keep all informed and aid 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 personal 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.

Proactively communicate with the client and partners regarding all components of service delivery. Solicit and administer 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 devotion to our clients are met by proactively reviewing the status of assigned plans’ periodic activity (compliance testing, 5500, quarterly statements, RMDs, etc.).

Assess client goals, 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 accountability 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 head special projects as assigned.

Qualification

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Retirement plans knowledgeClient service experienceFinancial services systemsASPPA certificationCEBS certificationMicrosoft Office proficiencyProblem resolution skillsERISA knowledgeDOL regulations knowledgeIRS regulations knowledgeTeamwork ability

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

Excellent evaluation 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

Handle other essential tasks as assigned