200+ applicants

Company

Ascensus · 1 day ago

Retirement Service Consultant

United States

Full-time

Remote

Entry, Mid, Senior Level

$40K/yr - $80K/yr

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H1B Sponsor Likely

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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.

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

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 Services knowledgeClient service skillsMicrosoft Office proficiencyFinancial services systems experienceASPPA certificationCEBS certificationERISA regulations

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 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

Handle other essential tasks as assigned

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

Access and PowerPoint preferred

Benefits

401(k) match

Medical

Dental

Vision

Paid-Time-Off

Company

Ascensus

Glassdoor

3.5

Ascensus delivers high-quality solutions for every segment of the retirement plan marketplace.

Founded in 1980

Dresher, Pennsylvania, USA

5001-10000 employees

https://www2.ascensus.com/

H1B Sponsorship

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Distribution of Different Job Fields Receiving Sponsorship

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Trends of Total Sponsorships

2023 (8)

2022 (17)

2021 (13)

2020 (21)