• This position is responsible for providing client service to our partners, intermediaries and plan sponsors. • Develop and maintain a thorough understanding of retirement plans and Ascensus products and services. • Consistently deliver a high level of proactive client service in a professional manner. • Develop effective working relationships with team and internal departments to deliver effective service for our clients. • Provide thorough, high quality research, problem solving and issue resolution. • Weigh client perspective and business needs when addressing issues and identifying potential solutions. • Successfully identify, record, monitor, and close items for assigned clients. • Ensure inquiries and issues are resolved and service levels are met. • Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle. • Help drive increases in client retention by reacting appropriately to client communications and activities. • Achieve individual and team goals for service levels, growth and retention for assigned book of business. • Prioritize activities and manage time to effectively and efficiently provide quality client service to our partners and clients. • Respond to inquiries on the status of plan activity (compliance testing, quarterly statements, RMDs, etc.). • Produce, analyze, and distribute reporting on a regular basis to achieve individual and team goals. • Support the sales team in their efforts to attain more business. Provide references as requested. • Perform other duties and participate in special projects as assigned.