Retirement Plan Success Consultant

Ascensus; Minneapolis (MN); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k) match

Medical insurance

Dental insurance

Vision plan

Paid time off

Job summary

Ascensus is a leading technology and service platform powering retirement savings across America. The Client Services Consultant delivers consultative service to partners, intermediaries and plan sponsors, applying retirement plan knowledge to resolve complex issues and strengthen client relationships.

Reporting to the Relationship Manager, you will coach colleagues, manage escalations, and provide operational expertise to ensure service levels, retention and client satisfaction across a growing

Qualifications

• Bachelor’s degree or equivalent work experience.
• 1–3 years direct client experience, retirement services preferred.
• Certification in industry studies (ASPPA, CEBS) preferred.
• Excellent written and verbal communication with all levels.
• 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 issues.
• Coach and mentor associates to ensure client expectations are met.
• Manage escalations and coordinate with Relationship Manager to retain clients.
• Communicate clearly regarding services, execution and resolution throughout the service cycle.

Skills

Client service

Communication

Relationship management

Problem solving

Presentation skills

Education

Bachelor's degree or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Access

Job description

Ascensus is a leading technology and service platform powering retirement savings across America. The Client Services Consultant delivers consultative service to partners, intermediaries and plan sponsors, applying retirement plan knowledge to resolve complex issues and strengthen client relationships.

Reporting to the Relationship Manager, you will coach colleagues, manage escalations, and provide operational expertise to ensure service levels, retention and client satisfaction across a growing