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Retirement Service Consultant at Ascensus - ApplyBlast

Retirement Service Consultant

Ascensus

5 months ago

3.4 on Glassdoor

Dresher, PA

Onsite

Full Time

Senior

0 applicants

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About this role

A Client Services Consultant at Ascensus provides client service to partners, intermediaries, and plan sponsors, offering solutions to complex retirement plan issues and delivering consultative service to help clients manage their retirement plans.

Responsibilities

Provide consultative client service for retirement plan issues
Protect confidential data and ensure proper handling
Coach and mentor team members
Maintain strong relationships with clients and financial professionals
Ensure compliance with retirement plan regulations

Skills

Qualifications

Bachelor’s degree or equivalent work experienceCertification or working towards certification (ASPPA, CEBS, etc.)

About Ascensus

ascensus.com

Headquarters

Dresher, Pennsylvania, United States

Company Size

5001-10000 employees

Founded

1980

View Profile

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