Retirement Services Consultant & Client Advisor

Ascensus; Dresher (Montgomery County); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k) match

Medical

Dental

Vision

Paid Time Off

Job summary

Ascensus is seeking a Client Services Consultant in Dresher, PA. The role is pivotal in delivering exceptional client service, resolving complex plan issues, and mentoring associates. Candidates should possess excellent communication skills, a bachelor's degree, and experience in client relations within the retirement services industry.

The position offers benefits including a 401(k) match, medical, dental, and paid time off, along with a salary range of $40K to $60K based on experience and location.

Qualifications

• 1-3 years direct client experience required, Retirement Services industry experience preferred.
• Excellent written and verbal communication skills.
• Professionalism in all aspects of the role.

Responsibilities

• Provide client service to partners, intermediaries, and plan sponsors.
• Coach and mentor team members in retirement plan and client relations.
• Manage day-to-day schedule for self and team according to client needs.

Skills

Client service skills

Communication skills

Analytical skills

Problem resolution

Project management

Education

Bachelor's degree or equivalent work experience

Tools

Microsoft Office (Word, Excel)

Financial services systems

Job description

Ascensus is seeking a Client Services Consultant in Dresher, PA. The role is pivotal in delivering exceptional client service, resolving complex plan issues, and mentoring associates. Candidates should possess excellent communication skills, a bachelor's degree, and experience in client relations within the retirement services industry.

The position offers benefits including a 401(k) match, medical, dental, and paid time off, along with a salary range of $40K to $60K based on experience and location.