Strategic Retirement Services 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

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.