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Retirement Service Consultant

Ascensus · Dresher, Pennsylvania, US

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly...

Job description

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. ALL LEVELS WELCOME TO APPLY (ENTRY THROUGH SENIOR LEVEL): Position Purpose: This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Retirement Services Consultant will develop and maintain a detailed understanding of retirement plans and Ascensus products and services with the goal of helping our clients manage their retirement plans appropriately. The Retirement Service 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. We are hiring entry level through senior level associates so all experience levels are encouraged to apply. 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, an...