Job Description
- Job Description:
- Provides client service to our partners, intermediaries and plan sponsors
- Develops and maintains a detailed comprehension of retirement plans and Ascensus products and services
- Works with the Relationship Manager to deliver client satisfaction by providing retirement plan and operational expertise
- Proactively identifies, owns and resolves client issues, engaging clients with value-added consulting
- Protects, secures, and handles all confidential data held by Ascensus
- Maintains and continues to grow detailed knowledge of retirement plan rules and Ascensus business and product offerings
- Delivers client retention by anticipating client needs and recommending changes or actions
- Assesses client goals, needs and behaviors to suggest plan, product or functionality changes
- Acts as the subject matter expert on specific topics for initiatives with accountability for training and assisting others across departments
- Performs other duties and participates in or heads special projects as assigned.
- Requirements:
- Bachelor’s degree or equivalent work experience
- Minimum 3 years direct client experience and Retirement Services industry experience or thorough knowledge preferred
- Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred
- Excellent written and verbal communication skills
- Excellent presentation skills, business etiquette, client service skills and time management
- Experience with financial services systems (i.e. recordkeeping, trust, trading); and experience with plan recordkeeping and trust reconciliation
- Proficiency in Microsoft Office software applications, specifically Word and Excel required, Access and PowerPoint preferred
- Excellent evaluation and problem resolution skills
- Knowledge of retirement plans, ERISA, DOL and IRS regulations, and plan documents (individually designed and prototype)
- Ability to work in a team environment to ensure common goal of providing exceptional client service
- Ability to work well under pressure with multiple priorities and deadlines in a demanding environment
- Ability to make sound business judgments concerning issues which, if mishandled, have the potential to create substantial financial and client relations liabilities for the company
- Ability to work extended hours to meet business needs as required
- Quality focus with attention to detail.
- Benefits:
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
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