Retirement Plans Client Services Specialist

Ascensus; Tampa (FL); On-site; USD 40,000 - 60,000; Full time

Job summary

Ascensus, the leading independent technology and service platform powering retirement savings, seeks a Client Services Consultant to deliver consultative service to partners, intermediaries and plan sponsors.

You will use your knowledge of retirement plans to resolve complex issues, mentor teammates, and contribute to client satisfaction while upholding Ascensus core values. 1–3 years of client experience and a bachelor’s degree are required, with travel as needed.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 1–3 years direct client experience required; retirement services preferred.
• Certification (ASPPA, CEBS) or working towards certification preferred.

Responsibilities

• Provide high-level consultative client service to partners, intermediaries and plan sponsors.
• Collaborate with Relationship Manager to deliver client satisfaction and retention.
• Explain retirement plan features, Ascensus products and processes to clients.
• Coach and mentor colleagues to ensure consistent client expectations are met.

Skills

Client service

Communication

Problem solving

Education

Bachelor’s degree or equivalent

Tools

Microsoft Office

CRM systems

Job description

Ascensus, the leading independent technology and service platform powering retirement savings, seeks a Client Services Consultant to deliver consultative service to partners, intermediaries and plan sponsors.

You will use your knowledge of retirement plans to resolve complex issues, mentor teammates, and contribute to client satisfaction while upholding Ascensus core values. 1–3 years of client experience and a bachelor’s degree are required, with travel as needed.