Retirement Plan Client Solutions Consultant

Ascensus; Philadelphia (Philadelphia County); On-site; USD 40,000 - 60,000; Full time

Job summary

Ascensus is seeking a Client Services Consultant to provide expert support to our partners, intermediaries and plan sponsors. You will apply retirement plan knowledge and Ascensus products to resolve complex issues with proactive, value‑adding consulting.

You will work with the Relationship Manager to ensure client satisfaction, coach colleagues, and serve as a technical resource across the organization while upholding our Core Values of People Matter, Quality First, and Integrity Always.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 1–3 years direct client experience; retirement services preferred.
• Excellent written and verbal communication; professional with all levels.
• Proficient in Microsoft Office; Word and Excel required.
• Comprehensive knowledge of retirement plans, ERISA, DOL and IRS regulations.

Responsibilities

• Provide consultative client service to partners, intermediaries and sponsors.
• Coordinate with Relationship Manager to deliver client satisfaction.
• Act as a subject matter expert on retirement plans and Ascensus products.
• Coach and mentor associates and other teams across departments.
• Manage escalated items and ensure timely resolutions.

Skills

Client service

Communication

Project management

Team leadership

Time management

Analytical thinking

Problem solving

Education

Bachelor’s degree or equivalent work experience

Tools

Microsoft Office (Word, Excel, PowerPoint, Access)

Job description

Ascensus is seeking a Client Services Consultant to provide expert support to our partners, intermediaries and plan sponsors. You will apply retirement plan knowledge and Ascensus products to resolve complex issues with proactive, value‑adding consulting.

You will work with the Relationship Manager to ensure client satisfaction, coach colleagues, and serve as a technical resource across the organization while upholding our Core Values of People Matter, Quality First, and Integrity Always.