Retirement Plan Client Services Consultant

Ascensus; Dallas (TX); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k) match

Medical

Dental

Vision

Paid-Time-Off

Job summary

Ascensus is a leading independent technology and service platform powering savings plans across America. The Client Services Consultant provides expert retirement plan knowledge, delivers consultative service to partners, and works with Relationship Manager to ensure client satisfaction.

The role emphasizes protecting confidential data, delivering high-level client service, and mentoring others while building strong relationships with clients and financial professionals.

Qualifications

• Bachelor’s degree or equivalent work experience.
• Minimum of 1–3 years direct client experience in Retirement Services preferred.
• Certification or working towards ASPPA/CEBS preferred.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office (Word/Excel); Access and PowerPoint preferred.

Responsibilities

• Provide consultative client service to partners, intermediaries, and plan sponsors.
• Communicate and coordinate with clients to address issues and deliver solutions.
• Demonstrate thorough knowledge of retirement plans and Ascensus products.
• Coach and mentor teammates on retirement plan knowledge and client relations.
• Manage day-to-day schedules and ensure timely resolution of escalated items.

Skills

Client service

Communication skills

Retirement plans knowledge

Research & problem solving

Project management

Microsoft Office

Education

Bachelor’s degree or equivalent work experience

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Access

Job description

Ascensus is a leading independent technology and service platform powering savings plans across America. The Client Services Consultant provides expert retirement plan knowledge, delivers consultative service to partners, and works with Relationship Manager to ensure client satisfaction.

The role emphasizes protecting confidential data, delivering high-level client service, and mentoring others while building strong relationships with clients and financial professionals.