Senior Retirement Service Consultant

🕒 Junho 18

🏖️ New Jersey, Minnesota, +1 estados a mais – Remoto

🏖️ New Jersey – Remote ❄️ Minnesota – Remote 🔔 Pennsylvania – Remote

💵 $60.000 - $80.000 / ano

⏰ Tempo Integral

🟠 Sênior

💼 Consultor

🦅 Patrocina Visto H1B

Esta empresa já patrocinou vistos H1B no passado.

👻 Score fantasma 35%

O que significa: a chance de ninguém estar realmente contratando para esta vaga.Como ler: 60% ou mais significa que achamos que é uma vaga fantasma. Pontuações mais baixas preocupam menos.Como pontuamos: tempo em aberto, republicações, vagas abertas vs tamanho do time, rapidez para fechar vagas, e se o salário está divulgado.Observação: é uma estimativa de dados públicos, não um julgamento da empresa. Vagas reais podem ter pontuação alta, então use como uma dica, não como um fato.

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Ascensus

SiteLinkedInTodas as Vagas

5001 - 10000 funcionários

Fundada em 2000

💼 Consultoria

🛡️ Seguros

💸 Finanças

💰 Secondary Market em 2019-02

Consulting • Insurance • Finance

A Ascensus é uma empresa que valoriza seus colaboradores e enfatiza uma cultura guiada por princípios como integridade, qualidade e compromisso com altos padrões. Ela oferece serviços de administração e manutenção de registros, focando em ajudar indivíduos a alcançarem aposentadorias financeiramente seguras e garantir educação de qualidade para crianças. A Ascensus é dedicada à diversidade, inclusão e igualdade de oportunidades, tornando-se um local gratificante para trabalhar. A empresa também oferece uma ampla gama de benefícios aos seus funcionários, incluindo refinanciamento de empréstimos estudantis e programas de vida saudável.

Descrição

• 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. • Consistently provide a high level of consultative client service while communicating and coordinating with clients and partners to address issues, provide necessary research and deliver creative solutions to your clients. • Demonstrate a detailed knowledge of retirement plans and the Ascensus business. • Coach and mentor others in all aspects of retirement plan and client relations factoring in the needs of the client and Ascensus to arrive at appropriate solutions. • Successfully monitor and follow-up on assigned items; includes determining required action for resolution of client issues, documenting and implementing solutions as appropriate. • Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle. • Establish and maintain strong working relationships with dedicated clients and financial professionals and provide updates on product and plan initiatives. • Participates 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. • Responsible for proactive communication with the client and partners regarding all components of service delivery. • Solicit and share feedback with appropriate internal resources. • Manage day to day schedule for self and team according to client needs and needs of the business. • Apply industry knowledge to all facets of retirement operations and service. • 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. • Support peers and Manager(s) by handling escalated items/calls from clients. • Responsible for oversight and resolution of the escalated item. • Develop and maintain strong internal relationships across departments and locations. • Responsible for developing materials, training and assisting others across departments in these areas.

🎯 Requisitos

• Bachelor’s degree or equivalent work experience • Minimum of 3-5 years direct client experience required, Retirement Services industry experience 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 analytical and problem resolution skills. • Comprehensive 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.

🏖️ Benefícios

• 401(k) match • Medical • Dental • Vision • Paid-Time-Off

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