Ascensushr

Sr Retirement Service Consultant, Client Services - Retirement

Remote, New Jersey · Senior

Sponsorship not specifiedDetected 2 days ago

Project ManagementExcelResearchCommunicationMentoringMicrosoft Office

About the role

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.
All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses.
We will never ask you for payment or require you to purchase any equipment.

Responsibilities

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.
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.
Identify and document systematically "opportunity plans" working with Relationship Manager on a strategy to mitigate risk.
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.
Develop ideas for improvement and provide feedback/solutions to plan sponsor and financial professional to minimize risk and improve process.

Requirements

Bachelor's degree or equivalent work experience.
The ability to communicate effectively (clear, concise and professionally) with all levels within the Ascensus organization, as well as with our client base.
Experience with financial services systems (i.e. recordkeeping, trust, trading)
and experience with plan recordkeeping and trust reconciliation.
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 in a demanding environment.
Ability to work extended hours to meet business needs as required.
Ability to travel as needed.

Nice to have

Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred.
Proficiency in Microsoft Office software applications, specifically Word and Excel required, Access and PowerPoint preferred.

Benefits

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.
Apply industry knowledge to all facets of retirement operations and service.

Visa & Work Authorization

Develop ideas for improvement and provide feedback/solutions to plan sponsor and financial professional to minimize risk and improve process

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This listing is sourced directly from Ascensushr's careers page and normalized into a canonical job model.