Retirement Plan Client Advocate

Ascensus; Charlotte (NC); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k) match

Medical insurance

Dental insurance

Vision insurance

Paid time off

Job summary

Ascensus is seeking a Client Services Consultant to provideexceptional service to partners, intermediaries, and plan sponsors. You will leverage retirement plan expertise to resolve complex issues, delivering consultative solutions and proactive insights, while mentoring colleagues and coordinating with Relationship Managers.

Demonstrated ability to manage multiple priorities, build strong client relationships, and influence retention is essential.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 1–3 years direct client experience; retirement services preferred.
• Certification or working towards ASPPA, CEBS, etc. preferred.
• Excellent written and verbal communication with all levels in the organization and client base.
• Excellent presentation, business etiquette, client service, and time management.
• Proficiency with financial services systems and plan recordkeeping/reconciliation.
• Strong MS Office skills (Word, Excel; Access/PowerPoint preferred).
• Ability to work in a team, lead projects, and adapt to change.

Responsibilities

• Provide consultative client service to partners, intermediaries and plan sponsors.
• Demonstrate detailed knowledge of retirement plans and Ascensus products.
• Coach and mentor others in retirement plan and client relations.
• Monitor and follow up on assigned items; determine actions for resolution.
• Communicate clearly with clients and advisors about services and status.
• Maintain strong relationships with clients and financial professionals.
• Manage vendor relationships on behalf of clients and partners.
• Strive for service level goals, growth and retention for assigned book.

Skills

Communication

Presentation

Time management

Team collaboration

Project management

Analytical thinking

Problem solving

Education

Bachelor’s degree or equivalent

Certification in industry studies (ASPPA/CEBS)

Tools

MS Word

MS Excel

MS Access

PowerPoint

Job description

Ascensus is seeking a Client Services Consultant to provideexceptional service to partners, intermediaries, and plan sponsors. You will leverage retirement plan expertise to resolve complex issues, delivering consultative solutions and proactive insights, while mentoring colleagues and coordinating with Relationship Managers.

Demonstrated ability to manage multiple priorities, build strong client relationships, and influence retention is essential.