Retirement Plans Client Solutions Consultant

Ascensus; Boston (MA); On-site; USD 40,000 - 60,000; Full time

Job summary

Ascensus seeks a Client Services Consultant to deliver expert retirement plan guidance to partners and sponsors. You will own complex client inquiries, coordinate with Relationship Managers, and provide proactive solutions while maintaining strong client relationships.

You will leverage your knowledge of ERISA, DOL, and IRS regulations and act as a resource to coach others, ensuring service levels, retention, and client satisfaction across the book of business.

Qualifications

• Bachelor’s degree or equivalent work experience.
• Minimum 1–3 years direct client experience; Retirement Services industry preferred.
• Certification or working towards ASPPA, CEBS, etc. preferred.
• Excellent written and verbal communication; professional interaction with all levels.
• Strong presentation, etiquette, client service, and time management skills.
• Experience with financial services systems and plan recordkeeping/trust reconciliation.
• Proficiency in MS Office (Word, Excel); Access and PowerPoint preferred.

Responsibilities

• Provide consultative client service to partners, intermediaries and plan sponsors.
• Communicate and coordinate with clients to address issues and deliver solutions.
• Demonstrate detailed knowledge of retirement plans and Ascensus business.
• Coach and mentor colleagues; manage escalated items to resolution.
• Maintain relationships with clients and financial professionals; update on product/plan initiatives.
• Support vendor relationships and drive client retention and growth.
• Collaborate with Relationship Manager to meet service level and growth goals.
• Review plan activity (compliance testing, 5500s, RMDs) and advise clients accordingly.

Skills

Client service

Communication

Problem solving

Time management

Teamwork

Travel

Education

Bachelor’s degree or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft Access

PowerPoint

Job description

Ascensus seeks a Client Services Consultant to deliver expert retirement plan guidance to partners and sponsors. You will own complex client inquiries, coordinate with Relationship Managers, and provide proactive solutions while maintaining strong client relationships.

You will leverage your knowledge of ERISA, DOL, and IRS regulations and act as a resource to coach others, ensuring service levels, retention, and client satisfaction across the book of business.