• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus. • Consistently provide a high level of consultative client service while communicating and coordinating with clients and partners to address issues. • Coach and mentor others in all aspects of retirement plan and client relations. • Successfully monitor and follow-up on assigned items; includes determining required action for resolution of client issues, documenting and implementing solutions as appropriate. • Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle. • Establish and maintain strong working relationships with dedicated clients and financial professionals. • Participates in the management of vendor relationships on behalf of clients and partner. • Deliver client retention by anticipating client’s needs. • Achieve individual and team goals for service levels, growth and retention for assigned book of business. • Assess client objectives, needs and behaviors to suggest plan, product or functionality changes to improve results for our clients. • Educate client regarding plan features, product capabilities or Ascensus functionality and process. • Develop ideas for improvement and provide feedback/solutions to plan sponsor and financial professional to minimize risk and improve process. • Manage day to day schedule for self and team according to client needs and needs of the business.