Senior Retirement Service Consultant, Client Services – Retirement
Client Services RepresentativeClient ServicesFull TimeRemoteTeam 5,001-10,000Since 2000H1B SponsorCompany SiteLinkedIn
Location
Connecticut + 3 moreAll locations: Connecticut, New York, Pennsylvania, South Dakota
Posted
20 days ago
Salary
Not specified
Bachelor Degree5 yrs expEnglish
Job Description
• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus
• Consistently provide a high level of consultative client service
• Demonstrate a detailed knowledge of retirement plans and the Ascensus business.
• Successfully monitor and follow-up on assigned items
• 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.
Job 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.
- Proficiency in Microsoft Office software applications, specifically Word and Excel required, Access and PowerPoint preferred.
- Comprehensive knowledge of retirement plans, ERISA, DOL and IRS regulations, and plan documents (individually designed and prototype).
Benefits
- Excellent written and verbal communication skills
- Excellent presentation skills
- Professional development opportunities
- Strong project management skills
