Retirement Plan Client Success Specialist

Ascensus; United States; Remote; USD 40,000 - 60,000; Full time

Job summary

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. The Client Services Consultant role focuses on delivering expert retirement plan knowledge and consultative service to clients, partners, and sponsors.

You will work with the Relationship Manager to ensure satisfaction and proactive issue resolution while coaching peers to raise service

Qualifications

• Bachelor’s degree or equivalent work experience.
• Minimum 1–3 years direct client experience; retirement services preferred.
• Certification or working towards certification (ASPPA, CEBS) preferred.
• Excellent written and verbal communication skills; professional with clients and colleagues.

Responsibilities

• Provide consultative client service to partners, intermediaries and plan sponsors.
• Demonstrate thorough knowledge of retirement plans and Ascensus products.
• Coach and mentor associates to meet client expectations and resolve issues.
• Manage escalated client items and coordinate with stakeholders for solutions.
• Maintain strong relationships with clients and financial professionals; deliver updates on initiatives.
• Help manage vendor relationships on behalf of clients and partners.

Skills

Client service

Communication

Problem solving

Time management

Teamwork

Relationship management

Education

Bachelor’s degree or equivalent

Tools

Microsoft Word

Microsoft Excel

PowerPoint

CRM systems

Job description

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. The Client Services Consultant role focuses on delivering expert retirement plan knowledge and consultative service to clients, partners, and sponsors.

You will work with the Relationship Manager to ensure satisfaction and proactive issue resolution while coaching peers to raise service