Client Relationship Consultant
Ascensus(11 days ago)
About this role
FuturePlan is hiring a retirement plan consultant to manage client relationships, provide strategic consulting, and ensure high-quality service delivery. The role involves engaging with clients, handling plan administration issues, and promoting additional services, all within a collaborative team environment.
Required Skills
- Retirement Planning
- Plan Administration
- Compliance Testing
- Pension Law
- Client Management
- Microsoft Excel
- Microsoft Word
- Public Speaking
- Negotiation
- Financial Analysis
About Ascensus
ascensus.comEveryone deserves to feel financially secure. We help more people save through partnerships with leading financial institutions and state governments.
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