Ascensus
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.
Senior Retirement Service Consultant
Job not on LinkedIn
October 30
Ascensus
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.
📋 Description
• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus. • Consistently provide a high level of consultative client service while communicating and coordinating with clients and partners. • Demonstrate a detailed knowledge of retirement plans and the Ascensus business. • Successfully monitor and follow-up on assigned items. • Provide clients and advisors with clear communication regarding services, execution and resolution throughout the service cycle. • Establish and maintain strong working relationships with clients and financial professionals. • Deliver client retention by anticipating client’s needs, recommending changes or actions. • Achieve individual and team goals for service levels, growth and retention for assigned book of business. • Proactive communication with the client and partners regarding all components of service delivery. • Ensure that commitments to clients are met by proactively reviewing the status of assigned plans’ periodic activity. • Educate clients regarding plan features, product capabilities or Ascensus functionality and process. • Develop ideas for improvement and provide feedback/solutions to minimize risk and improve process. • Support peers and Manager(s) by handling escalated items/calls from clients. Responsible for oversight and resolution of the escalated item. • Act in the role as the subject matter expert on specific topics as needed.
🎯 Requirements
• Bachelor’s degree or equivalent work experience. • Minimum of 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. • Excellent presentation skills, business etiquette, client service skills and time management. • 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. • Comprehensive knowledge of retirement plans, ERISA, DOL and IRS regulations, and plan documents (individually designed and prototype).
🏖️ Benefits
• Health insurance • 401(k) matching • Paid time off • Flexible work arrangements • Professional development
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