Retirement Plan Client Services Consultant

Ascensus; Pennsylvania; 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 seeking a Client Services Consultant to deliver expert retirement plan support to partners, intermediaries and plan sponsors across the United States. You will apply deep knowledge of retirement plans and Ascensus solutions, provide proactive issue resolution, coach teammates, and maintain strong client relationships while meeting service levels and growth targets.

This role requires 1–3 years direct client experience, willingness to travel, and proficiency with Microsoft Office;

Qualifications

• Bachelor’s degree or equivalent work experience.
• 1–3 years direct client experience; Retirement Services industry preferred.
• Certification or working towards ASPPA/CEBS preferred.
• Excellent written and verbal communication.
• Strong presentation, business etiquette, client service, and time management.
• Experience with financial services systems (recordkeeping, trust, etc.) and plan maintenance.
• Proficiency in Word and Excel; Access and PowerPoint preferred.
• Ability to work in a team and manage high-pressure deadlines.

Responsibilities

• Provide consultative client service while addressing issues and delivering solutions.
• Demonstrate detailed knowledge of retirement plans and Ascensus products and services.
• Coach and mentor others; manage escalated items to resolution.
• Maintain strong relationships with clients and financial professionals; communicate status and updates.
• Manage day-to-day schedule for self and team; coordinate with Relationship Manager.

Skills

Client service

Communication

Time management

Problem resolution

Microsoft Office (Word/Excel)

Education

Bachelor’s degree or equivalent work experience

Tools

Microsoft Word

Microsoft Excel

Access

PowerPoint

Job description

Ascensus is seeking a Client Services Consultant to deliver expert retirement plan support to partners, intermediaries and plan sponsors across the United States. You will apply deep knowledge of retirement plans and Ascensus solutions, provide proactive issue resolution, coach teammates, and maintain strong client relationships while meeting service levels and growth targets.

This role requires 1–3 years direct client experience, willingness to travel, and proficiency with Microsoft Office;