Ascensus

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Retirement Service Consultant, Client Services

Client Services RepresentativeClient ServicesFull TimeRemoteTeam 5,001-10,000Since 2000H1B SponsorCompany SiteLinkedIn

Location

Wisconsin

Posted

3 days ago

Salary

Not specified

Bachelor Degree3 yrs expEnglish

Job Description

• Provide client service to partners, intermediaries, and plan sponsors. • Develop and maintain a detailed comprehension of retirement plans and Ascensus products. • Identify, own, and resolve client issues with proactive consulting. • Ensure inquiries and issues are resolved and service levels are met. • Assist in managing vendor relationships on behalf of clients and partners. • Educate clients regarding plan features, product capabilities or Ascensus functionality and process.

Job Requirements

  • Bachelor’s degree or equivalent work experience.
  • Minimum 3 years direct client experience and Retirement Services industry experience preferred.
  • Certification or working towards certification in industry-related studies program preferred.
  • Excellent written and verbal communication skills.
  • Proficiency in Microsoft Office software applications, specifically Word and Excel required, Access and PowerPoint preferred.

Benefits

  • Health insurance
  • Retirement plans
  • Paid time off
  • Flexible work arrangements
  • Professional development

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