Retirement Service Consultant

This is a fully remote position, open to applicants in Colorado, +9 more locations.

📋 Description

• Provide consultative services to clients, partners, intermediaries, and plan sponsors.

• Address complex issues related to retirement plans and offer innovative solutions.

• Collaborate with the Relationship Manager to ensure client satisfaction and address client concerns.

• Safeguard, secure, and accurately manage confidential information pertaining to the company and clients.

• Communicate with clients and partners to investigate and resolve issues effectively.

• Exhibit thorough knowledge of retirement plans along with Ascensus products and services.

• Mentor and coach associates on retirement plans and client relationship management.

• Track assigned items, evaluate necessary actions, and document and implement solutions.

• Clearly communicate services, execution, and resolutions to clients and advisors.

• Maintain ongoing relationships with clients and financial professionals while providing updates on products and plans.

• Engage in managing vendor relationships on behalf of clients and partners.

• Anticipate client needs and propose changes to enhance client retention.

• Meet service-level, growth, and retention objectives for an assigned portfolio of business.

• Identify and document opportunity plans with the Relationship Manager to mitigate risks.

• Proactively share insights regarding service delivery and client feedback within the organization.

• Organize daily schedules based on client and business requirements.

• Review periodic activities of assigned plans, including compliance testing, Form 5500, quarterly statements, and RMDs.

• Evaluate client objectives and recommend changes to plans, products, or functionalities.

• Educate clients on plan features, product capabilities, and processes.

• Generate process improvement ideas and solutions to reduce risks.

• Manage escalated client issues and oversee their resolution.

• Provide feedback to the team for performance enhancement.

• Foster internal relationships across various departments and locations.

• Serve as a subject matter expert and create training materials.

• Participate in or lead special projects.

⛳️ Requirements

• Bachelor’s degree or equivalent professional experience.

• 1–3 years of direct client-facing experience is required.

• Experience in the Retirement Services industry is preferred.

• Certification or progress towards certification (such as ASPPA, CEBS, etc.) is preferred.

• Exceptional written and verbal communication skills.

• Strong presentation abilities, business etiquette, client service skills, and time management capabilities.

• Proven professionalism.

• Familiarity with financial services systems, including recordkeeping, trust, and trading systems.

• Experience with plan recordkeeping and trust reconciliation.

• Proficient in Microsoft Word and Excel; knowledge of Access and PowerPoint is a plus.

• Strong analytical and problem-solving skills.

• Extensive knowledge of retirement plans, ERISA, DOL, IRS regulations, and plan documentation.

• Ability to function effectively within a team environment.

• Capacity to perform well under pressure with multiple priorities and deadlines.

• Ability to make sound business judgments considering significant financial and client relations risks.

• Detail-oriented with a focus on quality.

• Capability to successfully lead a team and/or project.

• Willingness to travel as necessary.

• Strong project management skills.

• Availability to work extended hours as needed.

• Ability to manage other essential tasks as assigned.

🏝️ Benefits

• 401(k) matching.

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Paid time off.

• Opportunities for coaching and mentoring.

• Professional development through industry-related certification (preferred).

• Extended hours as needed to fulfill business requirements.