Retirement Plan Client Solutions Specialist

Ascensus

Houston (TX)

On-site

USD 40,000 - 60,000

Full time

2 days ago

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Job summary

Ascensus is seeking a Client Services Consultant to deliver expert retirement plan support to partners, intermediaries and plan sponsors in a fast-paced environment. You will leverage your knowledge of Ascensus products to resolve complex issues and drive client satisfaction.

You will work with the Relationship Manager to deliver consultative service, coach peers, and ensure accurate, timely responses. A Bachelor's degree and 1–3 years in retirement services are preferred, with ASPPA/CEBS

Qualifications

Bachelor’s degree or equivalent work experience.
1-3 years direct client experience in Retirement Services preferred.
Certification or working towards ASPPA/CEBS is a plus.
Excellent written and verbal communication with all levels.
Strong presentation, client service, and time management skills.
Experience with financial services systems and plan recordkeeping.

Responsibilities

Provide consultative client service to partners, intermediaries and plan sponsors.
Demonstrate retirement plan knowledge and Ascensus products to resolve complex issues.
Coach and mentor associates to ensure client expectations are met.
Maintain strong client relationships and coordinate with Relationship Manager.
Ensure timely action on escalated items and deliver solutions.