Professions: Retirement Service Consultant - Dresher, Pennsylvania - (Dresher, PA)
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 package and operational ability, proactively identifying, owning and resolving client issues and engaging clients with value added consulting. 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 details that could result in harm to Ascensus or our clients.
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From LocalJobBoard - 1 month ago