Senior Retirement Client Advisor

Ascensus; Boston (MA); Híbrido; USD 60 000 - 80 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

401(k) match

Medical insurance

Dental insurance

Vision insurance

Paid time off

Resumo da oferta

Ascensus, a leading technology and service platform for retirement plans, seeks a Client Services Consultant to deliver expert service to partners and plan sponsors. You will apply retirement plan knowledge and Ascensus solutions to solve complex issues and provide value-added consulting.

Work with Relationship Manager to enhance client satisfaction, coach colleagues, and ensure timely resolution of escalated items while maintaining data security and confidentiality.

Qualificações

• Bachelor’s degree or equivalent work experience.
• 3–5 years direct client experience required.
• Asp CPA/CEBS certification preferred.
• Excellent written and verbal communication skills.

Responsabilidades

• Provide consultative client service to partners, intermediaries and plan sponsors.
• Demonstrate thorough knowledge of retirement plans and Ascensus products.
• Coach and mentor associates to ensure client expectations are met or exceeded.
• Manage escalated client issues and deliver solutions.

Conhecimentos

Client service

Communication

Microsoft Office

Project management

Formação académica

Bachelor’s degree or equivalent

Ferramentas

Excel

Word

PowerPoint

Descrição da oferta de emprego

Ascensus, a leading technology and service platform for retirement plans, seeks a Client Services Consultant to deliver expert service to partners and plan sponsors. You will apply retirement plan knowledge and Ascensus solutions to solve complex issues and provide value-added consulting.

Work with Relationship Manager to enhance client satisfaction, coach colleagues, and ensure timely resolution of escalated items while maintaining data security and confidentiality.