Retirement Service Consultant

Ascensus • Las Vegas, NV

100d • $40,000 - $80,000

About The Position

This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Retirement Services Consultant will develop and maintain a detailed understanding of retirement plans and Ascensus products and services with the goal of helping our clients manage their retirement plans appropriately. The Retirement Service Consultant works with the Relationship Manager to deliver client satisfaction by providing retirement plan and operational expertise, proactively identifying, owning and resolving client issues and engaging clients with value added consulting. We are hiring entry level through senior level associates so all experience levels are encouraged to apply.

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, 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.
• Excellent analytical and problem resolution skills.
• Knowledge of retirement plans, ERISA, DOL and IRS regulations, and plan documents.
• Ability to work in a team environment to ensure common goal of providing exceptional client service.
• Ability to work well under pressure with multiple priorities and deadlines.
• Ability to make sound business judgments concerning issues.
• Ability to work extended hours to meet business needs as required.
• Quality focus with attention to detail.

Responsibilities

• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus.
• Maintain and continue to grow detailed knowledge and understanding of retirement plan rules and Ascensus business and product offerings.
• Consistently provide a high level of consultative proactive client service in a professional manner.
• Develop effective working relationships with team and internal departments.
• Ensure inquiries and issues are resolved and service levels are met.
• Provide thorough, high quality research, problem solving and issue resolution.
• Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle.
• Participate in creating a strategy with Relationship manager to ensure client retention.
• Identify, document and address risks through superior client service.
• Assist in the management of vendor relationships on behalf of clients and partners.
• 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.
• Identify and document systematically 'opportunity plans' working with Relationship Manager.
• Proactively communicate with the client and partners regarding all components of service delivery.
• Prioritize activities and manage time to effectively and efficiently provide quality client service.
• 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.
• Educate client regarding plan features, product capabilities or Ascensus functionality and process.
• Develop ideas for improvement and provide feedback/solutions to plan sponsor and financial professional.
• Act in the role as the subject matter expert on specific topics for initiatives.
• Provide training to members of team as opportunities arise.
• Perform other duties and participate in or lead special projects as assigned.

Benefits

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

What This Job Offers

• Career Level: Entry Level
• Industry: Funds, Trusts, and Other Financial Vehicles
• Education Level: Bachelor's degree