Retirement Plans Advisor — Client Success & Solutions

Ascensus; United States; On-site; USD 40,000 - 80,000; Full time

Job summary

A leading financial services firm is seeking a Retirement Services Consultant to provide exceptional client service to partners and plan sponsors. This role involves developing a deep understanding of retirement plans and assisting clients with their needs. All experience levels are encouraged to apply for this position. The firm offers a competitive salary and various benefits including 401(k) match, medical, and paid time off.

Benefits

401(k) match

Medical insurance

Dental insurance

Vision insurance

Paid Time Off

Qualifications

• Direct client experience and Retirement Services industry experience preferred.
• Experience with financial services systems is required.
• Knowledge of retirement plans, ERISA, DOL and IRS regulations.

Responsibilities

• Provide client service to partners and plan sponsors.
• Maintain knowledge of retirement plan rules and products.
• Ensure client inquiries and issues are resolved.

Skills

Excellent written and verbal communication skills

Client service skills

Analytical and problem resolution skills

Presentation skills

Ability to work under pressure

Education

Bachelor's degree or equivalent work experience

Tools

Microsoft Word

Microsoft Excel

Microsoft Access

Microsoft PowerPoint

Job description

A leading financial services firm is seeking a Retirement Services Consultant to provide exceptional client service to partners and plan sponsors. This role involves developing a deep understanding of retirement plans and assisting clients with their needs. All experience levels are encouraged to apply for this position. The firm offers a competitive salary and various benefits including 401(k) match, medical, and paid time off.