Sr Retirement Service Consultant, Client Services - Retirement

Ascensus • PA

111d

About The Position

This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Client Services Consultant will demonstrate their thorough knowledge of retirement plans and Ascensus products and services by providing solutions to complex plan issues and delivering consultative service to help clients manage their retirement plans. The Client Services 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. This position is also serving as a technical resource to the Ascensus organization and providing coaching and mentoring to other associates to ensure client expectations are met and/or exceeded.

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.
• 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 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.
• Ability to lead a team and/or project successfully.
• Ability to travel as needed.
• Strong project management skills.

Responsibilities

• 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.
• 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.
• Participates 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.
• Executing strategic plan to ensure retention and satisfaction of client and financial professional’s book of business.
• Responsible for proactive communication with the client and partners regarding all components of service delivery.
• 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.
• 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.
• Support peers and Manager(s) by handling escalated items/calls from clients.
• Develop and maintain strong internal relationships across departments and locations.
• Act in the role as the subject matter expert on specific topics as needed.
• Perform other duties and participate in or lead special projects as assigned.

Benefits

• Collaborative, idea-sharing environment.
• Professional Development with in-house training and tuition reimbursement.
• Generous reward programs.
• Paid time off.
• Medical, dental & vision benefits.
• Health Savings Account with employer contribution up to $1,100.
• 401(k) & 529 college savings match programs.
• Volunteer and charitable-giving programs.
• Business casual dress.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree