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Sr Retirement Service Consultant at Ascensus - ApplyBlast

Sr Retirement Service Consultant

Ascensus

6 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 by offering solutions to complex retirement plan issues and delivering consultative service to help clients manage their retirement plans.

Responsibilities

Protect and secure confidential client data
Demonstrate knowledge of retirement plans and Ascensus products
Coach and mentor team members
Provide clear communication to clients and partners
Manage client retention through proactive engagement

Skills

Qualifications

Bachelor’s degreeCertification (ASPPA, CEBS)

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.