Senior Retirement Service Consultant, Client Services – Retirement

🔥 3 minutes ago

🏖️ New Jersey – Remote

🏖️ New Jersey – Remote

⏰ Full Time

🟠 Senior

📁 Client Services

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Ascensus

WebsiteLinkedInAll Job Openings

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

• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus. • Provide a high level of consultative client service while communicating and coordinating with clients and partners. • Coach and mentor others in all aspects of retirement plan and client relations. • Successfully monitor and follow-up on assigned items; includes determining required action for resolution of client issues. • 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. • Deliver client retention by anticipating client’s needs, recommending changes or actions. • Achieve service level goals, retention and organic growth goals established for each financial partner. • Manage day to day schedule for self and team according to client needs and needs of the business. • Ensure that our commitments to our clients are met by proactively reviewing the status of assigned plans’ periodic activity. • Assess client objectives, needs and behaviors to suggest plan, product or functionality changes to improve results for our clients. • Develop ideas for improvement and provide feedback/solutions to plan sponsor and financial professional. • Support peers and Manager(s) by handling escalated items/calls from clients. • Develop and maintain strong internal relationships across departments and locations. • Perform other duties and participate in or lead special projects as assigned.

🎯 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. • 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. • 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 extended hours to meet business needs as required. • Strong project management skills.

🏖️ Benefits

• Health insurance • Retirement plans • Paid time off • Flexible work arrangements • Professional development