Retirement Service Consultant
Ascensus(3 months ago)
About this role
A Retirement Services Consultant at Ascensus serves as a client-facing expert for partners, intermediaries, and plan sponsors, focusing on retirement plan knowledge and Ascensus product familiarity. The role supports clients in managing their retirement plans and contributes to client satisfaction and retention through strategic engagement with Relationship Managers.
Required Skills
- Client Service
- Retirement Plans
- Plan Administration
- Relationship Management
- Communication
- Problem Solving
- Research
- Time Management
- Compliance Knowledge
- Microsoft Office
+2 more
Qualifications
- Bachelor's Degree
- ASPPA
- CEBS
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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