Senior Retirement Service Consultant

Ascensus; Dresher (Montgomery County); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) match

Medical, dental, and vision coverage

Paid time off

Health Savings Account with employer contribution

Job summary

Ascensus is seeking a Client Services Consultant in Dresher, United States, to provide consultative client service for partners and plan sponsors. The ideal candidate will have knowledge of retirement plans and experience in addressing client needs.

The role requires strong communication and problem-resolution skills, as well as the ability to work closely with teams. The position offers competitive salary and benefits, including medical coverage and a 401(k) match.

Qualifications

• Minimum of 3–5 years direct client experience; retirement services industry experience preferred.
• Certification or working toward certification (e.g., ASPPA, CEBS) preferred.
• Ability to work under pressure with multiple priorities and deadlines.

Responsibilities

• Provide consultative client service by communicating with clients and partners.
• Coach and mentor associates to meet or exceed client expectations.
• Drive client retention by anticipating needs and recommending changes.

Skills

Excellent written and verbal communication skills

Strong presentation skills

Client-service skills

Project-management skills

Analytical and problem-resolution skills

Education

Bachelor’s degree or equivalent work experience

Tools

Microsoft Word

Microsoft Excel

Access

PowerPoint

Job description

Position Purpose

Ascensus is a leading independent technology and service platform powering savings plans across America. The Client Services Consultant plays a client‑service role for partners, intermediaries, and plan sponsors, applying in‑depth knowledge of retirement plans and Ascensus products to resolve complex plan issues and deliver consultative service.

Key Responsibilities

• Provide consultative client service by communicating with and coordinating solutions for clients and partners.
• Apply detailed knowledge of retirement plans and Ascensus business to address issues, deliver research, and provide creative solutions.
• Coach and mentor associates to meet or exceed client expectations.
• Monitor and follow up on assigned items, determine required actions, and document and implement resolutions.
• Communicate clearly and concisely with clients regarding services, execution, and resolution throughout the service cycle.
• Build and maintain strong working relationships with dedicated clients and financial professionals; provide updates on products and plan initiatives.
• Assist in managing vendor relationships on behalf of clients and partners.
• Drive client retention by anticipating needs and recommending changes or actions in partnership with the Relationship Manager.
• Achieve individual and team service‑level, growth, and retention goals for an assigned book of business.
• Identify and document systematic “opportunity plans”; collaborate with the Relationship Manager on strategies to mitigate risk.
• Communicate proactively with clients and partners about all components of service delivery.
• Solicit and share feedback with internal resources to improve service.
• Manage day‑to‑day schedule for self and team according to client needs and business priorities.
• Apply industry knowledge to retirement operations and service activities.
• Review status of assigned plans’ periodic activity (compliance testing, 5500, quarterly statements, RMDs, etc.) and recommend plan or product changes to improve outcomes.
• Educate clients on plan features, product capabilities, and Ascensus functionality and process.
• Support peers and managers by handling escalated client calls and items; provide oversight and resolution.
• Develop and maintain strong internal relationships across departments and locations.
• Act as a subject‑matter expert on specific topics as needed and develop training materials for others.
• Participate in special projects and other duties as assigned.

Qualifications

• Bachelor’s degree or equivalent work experience.
• Minimum of 3–5 years direct client experience; retirement services industry experience preferred.
• Certification or working toward certification (e.g., ASPPA, CEBS) preferred.
• Excellent written and verbal communication skills; ability to communicate clearly, concisely, and professionally with all levels within Ascensus and clients.
• Strong presentation, business etiquette, client‑service, and time‑management skills.
• Experience with financial services systems such as recordkeeping, trust, and trading; and plan recordkeeping and trust reconciliation.
• Proficiency in Microsoft Word and Excel; Access and PowerPoint preferred.
• Excellent analytical and problem‑resolution skills.
• Comprehensive knowledge of retirement plans, ERISA, DOL, and IRS regulations, and plan documents.
• Ability to work in a team environment to achieve shared service goals.
• Change‑agent mindset to initiate and respond to change productively.
• Ability to work under pressure with multiple priorities and deadlines.
• Sound business judgment; ability to manage potential financial and client‑relations liabilities.
• Willingness to work extended hours to meet business needs as required.
• Attention to detail and quality focus.
• Experience leading teams and/or projects successfully.
• Strong project‑management skills.
• Ability to travel as needed.

Salary and Benefits

• Base salary range: $60,000 – $80,000 (exclusive of bonuses and benefits).
• 401(k) match.
• Medical, dental, and vision coverage.
• Paid time off.
• Health Savings Account with employer contribution up to $1,100.
• 401(k) and 529 college savings match programs.
• Volunteer and charitable‑giving programs.
• Business casual dress code.