Retirement Plan Solutions Specialist

Ascensus; Chicago (IL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k) match

Medical insurance

Dental insurance

Vision insurance

Paid time off

Job summary

Ascensus is seeking a Client Services Consultant to deliver expert retirement plan service to partners, intermediaries and plan sponsors in a fast-paced environment.

You will work with the Relationship Manager to resolve complex issues, provide proactive solutions, and coach team members to ensure client expectations are met or exceeded. This role emphasizes client satisfaction and operational excellence.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 1–3 years direct client experience; retirement services preferred.
• Certification (ASPPA, CEBS) in industry studies preferred.
• Excellent written and verbal communication; ability to communicate with all levels.
• Excellent presentation skills, business etiquette, client service and time management.
• Professionalism in all aspects; ability to work under pressure and meet deadlines.
• Experience with financial services systems (recordkeeping, trust, trading) and plan documentation.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Access).
• Ability to travel as needed.

Responsibilities

• Provide high-level consultative client service and coordinate with clients and partners to resolve issues.
• Demonstrate detailed knowledge of retirement plans and Ascensus products and services.
• Coach and mentor others on retirement plan and client relations.

Skills

Client service

Communication

Presentation skills

Time management

Problem solving

Teamwork

Project management

Travel flexibility

Education

Bachelor’s degree or equivalent

Tools

Microsoft Office

Job description

Ascensus is seeking a Client Services Consultant to deliver expert retirement plan service to partners, intermediaries and plan sponsors in a fast-paced environment.

You will work with the Relationship Manager to resolve complex issues, provide proactive solutions, and coach team members to ensure client expectations are met or exceeded. This role emphasizes client satisfaction and operational excellence.