Retirement Plan Client Services Consultant

Ascensus; Newark (NJ); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k) match

Medical benefits

Dental benefits

Vision benefits

Paid Time Off

Job summary

Ascensus, a leading technology and service platform for savings plans, seeks a Client Services Consultant to deliver consultative retirement plan service to partners and sponsors. You will leverage deep knowledge of plans and Ascensus offerings, coach peers, and ensure client satisfaction through proactive issue resolution and value-added guidance.

The role emphasizes collaboration with Relationship Managers, escalation handling, and strong communication with clients and financial professionals

Qualifications

• Bachelor’s degree or equivalent work experience.
• Minimum 1–3 years direct client experience required; retirement services industry preferred.
• Certification or working towards ASPPA/CEBS preferred.
• Excellent written and verbal communication skills with all levels in the organization and clients.
• Proficiency in Microsoft Office (Word/Excel); PowerPoint preferred.

Responsibilities

• Provide consultative client service to partners, intermediaries and plan sponsors.
• Demonstrate thorough knowledge of retirement plans and Ascensus products.
• Coach and mentor others on retirement plan and client relations.
• Communicate clearly with clients regarding services, execution and resolutions.
• Manage day-to-day schedule to meet client needs and business demands.
• Develop and maintain strong internal relationships across departments and locations.
• Act as subject matter expert and develop materials/trainings as needed.

Skills

Client service

Communication skills

Retirement plans knowledge

Problem solving

Team collaboration

Presentation skills

Education

Bachelor’s degree or equivalent work experience

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Ascensus, a leading technology and service platform for savings plans, seeks a Client Services Consultant to deliver consultative retirement plan service to partners and sponsors. You will leverage deep knowledge of plans and Ascensus offerings, coach peers, and ensure client satisfaction through proactive issue resolution and value-added guidance.

The role emphasizes collaboration with Relationship Managers, escalation handling, and strong communication with clients and financial professionals