Retirement Service Consultant

ConsultantConsultantFull TimeRemoteTeam 5,001-10,000Since 2000H1B SponsorCompany Site LinkedIn

Location

Arizona + 3 more

Posted

137 days ago

Salary

$40K - $80K / year

Bachelor DegreeExperience acceptedEnglish

Job Description

• Provide client service to partners, intermediaries and plan sponsors • Develop maintain detailed understanding of retirement plans and Ascensus products • Work with Relationship Manager to deliver client satisfaction • Identify, own and resolve client issues • Engage clients with value added consulting • Maintain and grow detailed knowledge of retirement plan rules and product offerings • Provide high level of consultative proactive client service • Develop effective working relationships with internal departments • Ensure inquiries and issues are resolved and service levels are met • Provide thorough, high quality research, problem solving and issue resolution • Deliver client retention by anticipating needs and recommending changes

Job Requirements

Bachelor’s degree or equivalent work experience
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
Demonstrated professionalism in all aspects of the role
Experience with financial services systems (i.e. recordkeeping, trust, trading)
Proficiency in Microsoft Office software applications, specifically Word and Excel required, Access and PowerPoint preferred
Excellent analytical 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 handle multiple priorities and deadlines in a demanding environment