Ascensus
5001 - 10000 employees
Founded 2000
💸 Finance
👥 HR Tech
💰 Secondary Market on 2019-02
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.
Retirement Service Consultant, Client Services
🔥 1 minute ago
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Ascensus
5001 - 10000 employees
Founded 2000
💸 Finance
👥 HR Tech
💰 Secondary Market on 2019-02
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
• Provides client service to partners, intermediaries, and plan sponsors • Develops and maintains knowledge of retirement plans and Ascensus products/services • Works with Relationship Manager to deliver client satisfaction • Resolves client issues and engages clients with consulting • Communicates with team to keep all informed and aid current client strategy • Provides thorough, high-quality research and problem-solving • Delivers client retention by anticipating needs and recommending changes
🎯 Requirements
• Bachelor’s degree or equivalent work experience • Minimum 3 years direct client experience in Retirement Services industry • Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred • Excellent written and verbal communication skills • 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
🏖️ Benefits
• Health insurance • Retirement plans • Paid time off • Flexible work arrangements • Professional development • Equipment allowances
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