Retirement Service Consultant

Job not on LinkedIn

October 30

🌵 Arizona – Remote

Although this job is listed in Arizona, this company may be open to hiring remote in other states.

🌽 Illinois – Remote

Although this job is listed in Illinois, this company may be open to hiring remote in other states.

+2 more states

🌵 Arizona – Remote 🌽 Illinois – Remote 🍂 Massachusetts – Remote 🔔 Pennsylvania – Remote

💵 $40k - $80k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

🦅 H1B Visa Sponsor

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Ascensus

WebsiteLinkedInAll Job Openings

Finance • HR Tech

Ascensus is a company that values its people and emphasizes a culture guided by principles such as integrity, quality, and a commitment to high standards. It provides administrative and recordkeeping services, focusing on helping individuals achieve financially secure retirements and ensuring quality education for children. Ascensus is dedicated to diversity, inclusion, and providing equal opportunities, making it a rewarding place to work. The company also offers a wide range of benefits to its employees, including student loan refinancing and healthy living programs.

5001 - 10000 employees

Founded 2000

💸 Finance

👥 HR Tech

💰 Secondary Market on 2019-02

📋 Description

• Provide client service to partners, intermediaries and plan sponsors • Develop maintain detailed understanding of retirement plans and Ascensus products • Work with Relationship Manager to deliver client satisfaction • Identify, own and resolve client issues • Engage clients with value added consulting • Maintain and grow detailed knowledge of retirement plan rules and product offerings • Provide high level of consultative proactive client service • Develop effective working relationships with internal departments • Ensure inquiries and issues are resolved and service levels are met • Provide thorough, high quality research, problem solving and issue resolution • Deliver client retention by anticipating needs and recommending changes

🎯 Requirements

• Bachelor’s degree or equivalent work experience • 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 • Excellent presentation skills • Demonstrated professionalism in all aspects of the role • Experience with financial services systems (i.e. recordkeeping, trust, trading) • Proficiency in Microsoft Office software applications, specifically Word and Excel required, Access and PowerPoint preferred • 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 handle multiple priorities and deadlines in a demanding environment

🏖️ Benefits

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