Sr Retirement Service Consultant, Client Services - Retirement
Ascensus(7 days ago)
About this role
The Client Services Consultant at Ascensus provides expert support and solutions to clients, intermediaries, and plan sponsors concerning retirement plans. They deliver consultative service, resolve complex issues, and act as a technical resource to ensure client satisfaction and retention. The role emphasizes mentoring, relationship management, and leveraging industry knowledge to improve client outcomes.
Required Skills
- Client Service
- Retirement Plans
- Relationship Management
- Financial Services
- Regulations Compliance
- Microsoft Office
- Problem Solving
- Communication
- Project Management
- Mentoring
Qualifications
- Bachelor’s degree or equivalent work experience
- 5+ years client experience
- Industry certifications (ASPPA, CEBS) preferred
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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