Ascensus

Retirement Service Consultant, Client Services - Retirement

Ascensus

5 days ago
Wisconsin
Onsite
Full Time
Senior
0 applicants
Ascensus
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About this role

Ascensus is seeking a Retirement Services Consultant to provide client service, support retirement plan management, and deliver expert advice to partners, intermediaries, and plan sponsors. The role emphasizes maintaining confidentiality, building relationships, resolving issues, and supporting client retention in the retirement services industry.

Skills

Qualifications

Bachelor’s Degree3+ Years Client ExperienceRetirement Industry KnowledgeCertifications (preferred)
Ascensus

About Ascensus

ascensus.com

Industry

Finance

Everyone deserves to feel financially secure. We help more people save through partnerships with leading financial institutions and state governments.

About Ascensus

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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