Retirement Service Consultant

🔥 13 hours ago

⛰️ Colorado, Florida, +8 more states – Remote

⛰️ Colorado – Remote 🐊 Florida – Remote 🌽 Illinois – Remote 🏖️ New Jersey – Remote 🌲 North Carolina – Remote 🍂 Massachusetts – Remote ❄️ Minnesota – Remote 🔔 Pennsylvania – Remote 🤠 Texas – Remote 🍑 Georgia – Remote

💵 $40k - $60k / year

⏰ Full Time

🟢 Junior

💼 Consultant

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Ascensus

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 2000

💼 Consulting

🛡️ Insurance

💸 Finance

💰 Secondary Market on 2019-02

Consulting • Insurance • Finance

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

• Provide consultative client service to partners, intermediaries and plan sponsors • Resolve complex retirement-plan issues and deliver creative solutions • Work with the Relationship Manager to deliver client satisfaction and manage client issues • Protect, secure and properly handle confidential company and client data • Communicate and coordinate with clients and partners to research and resolve issues • Demonstrate detailed knowledge of retirement plans and Ascensus products and services • Coach and mentor associates on retirement plans and client relations • Monitor assigned items, determine required actions, and document and implement solutions • Communicate services, execution and resolution clearly to clients and advisors • Maintain relationships with clients and financial professionals and provide product and plan updates • Participate in managing vendor relationships on behalf of clients and partners • Anticipate client needs and recommend changes to support retention • Achieve service-level, growth and retention goals for an assigned book of business • Identify and document opportunity plans with the Relationship Manager to mitigate risk • Proactively communicate about service delivery and share client feedback internally • Manage daily schedules according to client and business needs • Review assigned plans’ periodic activity, including compliance testing, Form 5500, quarterly statements and RMDs • Assess client objectives and recommend plan, product or functionality changes • Educate clients on plan features, product capabilities and processes • Develop process-improvement ideas and solutions to minimize risk • Handle escalated client items and oversee their resolution • Provide team feedback for performance improvement • Maintain internal relationships across departments and locations • Serve as a subject matter expert and develop training materials • Participate in or lead special projects

🎯 Requirements

• Bachelor’s degree or equivalent work experience • 1–3 years of direct client experience required • Retirement Services industry experience preferred • Certification or working towards certification (ASPPA, CEBS, etc.) preferred • Excellent written and verbal communication skills • Excellent presentation skills, business etiquette, client service skills and time management • Demonstrated professionalism • Experience with financial services systems, including recordkeeping, trust and trading systems • Experience with plan recordkeeping and trust reconciliation • Proficiency in Microsoft 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 • Ability to work in a team environment • Ability to work well under pressure with multiple priorities and deadlines • Ability to make sound business judgments regarding potentially substantial financial and client-relations liabilities • Quality focus and attention to detail • Ability to lead a team and/or project successfully • Ability to travel as needed • Strong project management skills • Ability to work extended hours as required • Handle other essential tasks as assigned

🏖️ Benefits

• 401(k) match • Medical insurance • Dental insurance • Vision insurance • Paid time off • Opportunities for coaching and mentoring • Professional development through industry-related certification (preferred) • Extended hours as required to meet business needs

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