Sr Retirement Service Consultant, Client Services - Retirement
Minnesota, United States · Remote OK
Senior
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Positio…
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Job Des…
Skills: Business Analysis, API Environment, Platform Integration, FinTech, SQL
Philadelphia, Pennsylvania, United States · Remote OK
Senior+
Section 1: Position Summary Shape the long-term user experience vision for web, mobile, and AI experiences that help millions of people achieve their financial goals. Use design thinking techniques and foster strong coll…
Skills: UX Strategy, Design Thinking, Figma, AI UX Patterns, Agile
Philadelphia, Pennsylvania, United States · Remote OK
Senior+
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Section…
Skills: User Research, Interaction Design, Visual Design, Information Architecture, Design Thinking
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. The Lea…
Skills: Compensation Planning, Market Benchmarking, Salary Survey Analysis, Total Rewards Strategy, Data Visualization
Charlotte, North Carolina, United States · On-site
$20/hr–$22/hr
Mid level
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Section…
Skills: Client Onboarding, IRA Administration, Customer Service, Financial Services, Case Management
Retirement Service Consultant, Client Services - Retirement
Pennsylvania, United States · Remote OK
Mid level
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Positio…
Skills: Client Service, Retirement Plan Administration, Consultative Selling, Problem Solving, Risk Management
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Positio…
Skills: Client Service, Retirement Plan Management, Problem Solving, Analytical Skills, Written Communication
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Role De…
Skills: Financial Analysis, Transaction Processing, Quality Control, Data Validation, Communication Skills
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Ascensu…
Skills: Bilingual English and Spanish, Customer Service, Claims Processing, Microsoft Office, Microsoft Excel
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Ascensu…
Skills: Customer Service, Claims Processing, Microsoft Office, Microsoft Excel, Verbal Communication
Charlotte, North Carolina, United States · Remote OK
Senior
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Skills: Relationship Management, Customer Service, Client Retention, MS Office, Excel
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Skills: Customer Service, Microsoft Excel, Data Analysis, Project Coordination, CRM Administration
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Section…
Skills: Financial Analysis, Data Reconciliation, Process Improvement, Compliance Reporting, Risk Mitigation
Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting …
Skills: Data Entry, Document Interpretation, Excel Proficiency, Data Validation, Quality Control
Section 1: Position Summary The Sales Enablement Specialist is responsible for equipping the sales organization with the training, tools, content, and coaching required to drive team development, performance consistency,…
Beneco, now part of FuturePlan by Ascensus®, is a recordkeeping, third-party administration, and benefits consulting services firm that allies solely with contractors to empower them to build their businesses, while help…
Skills: Retirement Plan Administration, Client Onboarding, Plan Design Validation, Asset Conversion, ERISA Compliance
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Ascensu…
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Section…
Skills: Trust Reconciliation, Financial Analysis, People Management, Process Automation, Quality Control
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Roles &…
Skills: 401(k) Plan Administration, Trust Accounting, Reconciliation, Financial Analysis, MS Excel
Sr Retirement Service Consultant, Client Services - Retirement
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Full-time
bachelor degree, professional certificate
Professional Development, In-house Training, Tuition Reimbursement, Reward Programs, Paid Time Off, Medical Insurance
Posted 2d ago
~40 hrs/week
Remote in Minnesota, United States
Responsibilities
Provide consultative client service to partners and plan sponsors to resolve complex retirement plan issues and ensure client satisfaction. Act as a technical resource by coaching team members and managing the operational health of assigned retirement plans.
Requirements
Requires a bachelor's degree or equivalent experience and at least 5 years of direct client experience, preferably in the retirement services industry. Must possess comprehensive knowledge of ERISA, DOL, and IRS regulations along with proficiency in financial services systems.
Full job description
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.
Position Purpose:
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.
Essential Duties and Responsibilities:
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.
Consistently provide a high level of consultative client service while communicating and coordinating with clients and partners to address issues, provide necessary research and deliver creative solutions to your clients.
Demonstrate a detailed knowledge of retirement plans and the Ascensus business.
Coach and mentor others in all aspects of retirement plan and client relations factoring in the needs of the client and Ascensus to arrive at appropriate solutions.
Successfully monitor and follow-up on assigned items; includes determining required action for resolution of client issues, documenting and implementing solutions as appropriate.
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 and provide updates on product and plan initiatives.
Participates in the management of vendor relationships on behalf of clients and partner.
Deliver client retention by anticipating client’s needs, recommending changes or actions, in conjunction with the Relationship manager.
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 on a strategy to mitigate risk.
Executing strategic plan to ensure retention and satisfaction of client and financial professional’s book of business.
Achieve service level goals, retention and organic growth goals established for each financial partner by assessing opportunities in assigned book of business.
Responsible for proactive communication with the client and partners regarding all components of service delivery. Solicit and share feedback with appropriate internal resources.
Manage day to day schedule for self and team according to client needs and needs of the business.
Apply industry knowledge to all facets of retirement operations and service.
Ensure that our commitments to our clients are met by proactively reviewing the status of assigned plans’ periodic activity (compliance testing, 5500, quarterly statements, RMDs, etc.).
Assess client objectives, needs and behaviors to suggest plan, product or functionality changes to improve results for our clients.
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 to minimize risk and improve process.
Support peers and Manager(s) by handling escalated items/calls from clients. Responsible for oversight and resolution of the escalated item.
Coach and mentor team members and provide feedback to the team manager for performance improvement purposes.
Develop and maintain strong internal relationships across departments and locations.
Act in the role as the subject matter expert on specific topics as needed. Responsible for developing materials, training and assisting others across departments in these areas.
Perform other duties and participate in or lead special projects as assigned.
Minimum 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. The ability to communicate effectively (clear, concise and professionally) with all levels within the Ascensus organization, as well as with our client base.
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); and experience with plan recordkeeping and trust reconciliation.
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.
Act as a change agent to initiate and respond to change productively.
Ability to work well under pressure with multiple priorities and deadlines in a demanding environment.
Ability to make sound business judgments concerning issues which, if mishandled, have the potential to create substantial financial and client relations liabilities for the company.
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.
Handle other essential tasks as assigned.
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.comemail addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
Ascensus is a market-leading enabler of tax-advantaged savings—providing technology, services, and expertise that helps millions save for a better today and tomorrow.
We’re also a premier savings program service provider, third-party administrator, and government savings facilitator. Our platforms, industry knowledge, and data-based insights enhance the growth and success of our partners, their clients, and savers.
The company’s brands include Ascensus; Newport, an Ascensus company; and FuturePlan by Ascensus. For more information, visit ascensus.com.
Read our Corporate Disclosures at https://www.ascensus.com/corporate-disclosures/.
Offices: 200 Dryden Road, Dresher, PA 19025, US · 95 Wells Avenue, Suite 160, Newton, MA 02459, US · 1126 Westrac Drive South, Fargo, ND 58103, US · 415 8th Ave NE, Brainerd, MN 56401, US
Retirement plan servicesEducation savingsand ABLE accountsTrainingConsultingRetirement
Ascensus is a market-leading enabler of tax-advantaged savings—providing technology, services, and expertise that helps millions save for a better today and tomorrow.
We’re also a premier savings program service provider, third-party administrator, and government savings facilitator. Our platforms, industry knowledge, and data-based insights enhance the growth and success of our partners, their clients, and savers.
The company’s brands include Ascensus; Newport, an Ascensus company; and FuturePlan by Ascensus. For more information, visit ascensus.com.
Read our Corporate Disclosures at https://www.ascensus.com/corporate-disclosures/.
Offices: 200 Dryden Road, Dresher, PA 19025, US · 95 Wells Avenue, Suite 160, Newton, MA 02459, US · 1126 Westrac Drive South, Fargo, ND 58103, US · 415 8th Ave NE, Brainerd, MN 56401, US
Retirement plan servicesEducation savingsand ABLE accountsTrainingConsultingRetirement