Sr Retirement Service Consultant, Client Services - Retirement

Job description

Position Purpose: This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Client Services Consultant will demonstrate their thorough knowledge of retirement plans and Ascensus products and services by providing solutions to complex plan issues and delivering consultative service to help clients manage their retirement plans. The Client Services Consultant works with the Relationship Manager to deliver client satisfaction by providing retirement plan and operational expertise, proactively identifying, owning and resolving client issues and engaging clients with value added consulting. This position is also serving as a technical resource to the Ascensus organization and providing coaching and mentoring to other associates to ensure client expectations are met and/or exceeded. Essential Duties and Responsibilities: - Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. - The I-Client philosophy and the Core Values of People...