Hiring: Retirement Service Consultant Company: Ascensus Location: Charlotte, NC Job Posted Time: 2026-09-13 11:49:58 Target Skills & Keywords : Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Project Management About the job Experience: •1-3 years direct client experience required, Retirement Services industry experience preferred. •3 years direct client experience required, Retirement Services industry experience preferred. Required Skills: •Lead and oversee 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 Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture. •Consistently provide a high level of consultative client service while communicating and coordinating with clients and partners to address issues, provide necessary research and deliver creative solutions to your clients. •Demonstrate a detailed knowledge of retirement plans and the Ascensus business. •Coach and mentor others in all aspects of retirement plan and client relations factoring in the needs of the client and Ascensus to arrive at appropriate solutions. •Successfully monitor and follow-up on assigned items; includes determining required action for resolution of client issues, documenting and implementing solutions as appropriate. •Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle. •Establish and maintain strong working relationships with dedicated clients and financial professionals and provide updates on product and plan initiatives. Qualifications: •Bachelor’s degree or equivalent work experience. •Minimum of 1-3 years direct client experience required, Retirement Services industry experience preferred. •Certification or working towards certification in industry-related studies program preferred. •Excellent written and verbal communication skills. The ability to communicate effectively (clear, concise and professionally) with all levels within the Ascensus organization, as well as with our client base. •Excellent presentation skills, business etiquette, client service skills and time management. •Demonstrated professionalism in all aspects of the role. •Proficiency in Microsoft Office software applications, specifically Word and Excel required, Access and PowerPoint preferred. •Excellent analytical and problem resolution skills. •Comprehensive knowledge of retirement plans, ERISA, DOL and IRS regulations, and plan documents (individually designed and prototype). •Demonstrated capacity to work in a team environment to ensure common goal of providing exceptional client service. Compensation: •$40,000 - $60,000 / year •The national average salary range for this role is $40K-60k in base pay, exclusive of any bonuses and benefits Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!