Retirement Service Consultant

November 25

Apply Now

Receive Emails with Similar Jobs

Ascensus

WebsiteLinkedInAll Job Openings

Retirement plan services • Education savings • ABLE accounts

5001 - 10000

💰 Secondary Market on 2019-02

Description

• This position provides client service to our partners, intermediaries and plan sponsors. • Develop and maintain a detailed comprehension of retirement plans and Ascensus products and services. • Works with the Relationship Manager to deliver client satisfaction. • Proactively identifying, owning and resolving client issues. • Engage clients with value added consulting. • Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus. • 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. • Successfully identify, record and monitor assigned items and establish required action for resolution of client issues. • Ensure inquiries 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. • Participate in creating a strategy with Relationship manager to ensure client retention. • Identify and document and address risks through exceptional client service. • Communicate with team in order to keep all informed and aid current client strategy. • Manage vendor relationships on behalf of clients and partner. • Anticipate 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 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 to improve client experience. • Prioritize activities and manage time to effectively and efficiently provide quality client service to partners and clients. • Proactively review the status of assigned plans’ periodic activity (compliance testing, etc.). • Assess client goals, needs and behaviors to suggest plan, product or functionality changes. • Educate clients 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 as the subject matter expert on specific topics and provide training to team members.

Requirements

• Bachelor’s degree or equivalent work experience. • Minimum 3 years 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. • 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 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.