Qureos Mentor

Ascensus

<div>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. 
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:<ul><li>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.</li><li>The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always&reg; should be visible in your actions on a day to day basis showing your support of our organizational culture.</li><li>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.</li><li>Demonstrate a detailed knowledge of retirement plans and the Ascensus business.</li><li>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.</li><li>Successfully monitor and follow-up on assigned items; includes determining required action for resolution of client issues, documenting and implementing solutions as appropriate.</li><li>Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle.</li><li>Establish and maintain strong working relationships with dedicated clients and financial professionals and provide updates on product and plan initiatives.</li><li>Participates in the management of vendor relationships on behalf of clients and partner.</li><li>Deliver client retention by anticipating client&rsquo;s needs, recommending changes or actions, in conjunction with the Relationship manager.</li><li>Achieve individual and team goals for service levels, growth and retention for assigned book of business.</li><li>Identify and document systematically &ldquo;opportunity plans&rdquo; working with Relationship Manager on a strategy to mitigate risk.</li><li>Executing strategic plan to ensure retention and satisfaction of client and financial professional&rsquo;s book of business.</li><li>Achieve service level goals, retention and organic growth goals established for each financial partner by assessing opportunities in assigned book of business.</li><li>Responsible for proactive communication with the client and partners regarding all components of service delivery. Solicit and share feedback with appropriate internal resources.</li><li>Manage day to day schedule for self and team according to client needs and needs of the business.</li><li>Apply industry knowledge to all facets of retirement operations and service.</li><li>Ensure that our commitments to our clients are met by proactively reviewing the status of assigned plans&rsquo; periodic activity (compliance testing, 5500, quarterly statements, RMDs, etc.).</li><li>Assess client objectives, needs and behaviors to suggest plan, product or functionality changes to improve results for our clients.</li><li>Educate client regarding plan features, product capabilities or Ascensus functionality and process.</li><li>Develop ideas for improvement and provide feedback/solutions to plan sponsor and financial professional to minimize risk and improve process.</li><li>Support peers and Manager(s) by handling escalated items/calls from clients. Responsible for oversight and resolution of the escalated item.</li><li>Coach and mentor team members and provide feedback to the team manager for performance improvement purposes.</li><li>Develop and maintain strong internal relationships across departments and locations.</li><li>Act in the role as the subject matter expert on specific topics as needed. Responsible for developing materials, training and assisting others across departments in these areas.</li><li>Perform other duties and participate in or lead special projects as assigned.</li></ul>
Minimum Requirements:<ul><li>Bachelor&rsquo;s degree or equivalent work experience.</li><li>Minimum of 5 years direct client experience required, Retirement Services industry experience preferred.</li><li>Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred.</li><li>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.</li><li>Excellent presentation skills, business etiquette, client service skills and time management.</li><li>Demonstrated professionalism in all aspects of the role.</li><li>Experience with financial services systems (i.e. recordkeeping, trust, trading); and experience with plan recordkeeping and trust reconciliation.</li><li>Proficiency in Microsoft Office software applications, specifically Word and Excel required, Access and PowerPoint preferred.</li><li>Excellent analytical and problem resolution skills.</li><li>Comprehensive knowledge of retirement plans, ERISA, DOL and IRS regulations, and plan documents (individually designed and prototype).</li><li>Ability to work in a team environment to ensure common goal of providing exceptional client service.</li><li>Act as a change agent to initiate and respond to change productively.</li><li>Ability to work well under pressure with multiple priorities and deadlines in a demanding environment.</li><li>Ability to make sound business judgments concerning issues which, if mishandled, have the potential to create substantial financial and client relations liabilities for the company.</li><li>Ability to work extended hours to meet business needs as required.</li><li>Quality focus with attention to detail.</li><li>Ability to lead a team and/or project successfully.</li><li>Ability to travel as needed.</li><li>Strong project management skills.</li><li>Handle other essential tasks as assigned.</li></ul>
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.</div>

Sr Retirement Service Consultant

<div>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. 
Position Purpose:
This position provides client service to our partners, intermediaries and plan sponsors. The Retirement Services Consultant will develop and maintain a detailed comprehension 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.
Essential Duties and Responsibilities:<ul>
<li>
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.</li>
<li>Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always&reg; should be visible in your actions on a day to day basis showing your support of our organizational culture.</li>
<li>Maintain and continue to grow detailed knowledge and comprehension of retirement plan rules and Ascensus business and product offerings</li>
<li>Consistently provide a high level of consultative proactive client service in a professional manner.</li>
<li>Develop effective working relationships with team and internal departments in order to provide effective service for our clients. Successfully identify record and monitor assigned items; includes establishing required action for resolution of client issues.</li>
<li>Ensure inquires and issues are resolved and service levels are met.</li>
<li>Provide thorough, high quality research, problem solving and issue resolution</li>
<li>Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle.</li>
<li>Participates in creating a strategy with Relationship manger to ensure client retention.</li>
<li>Identify, document and address risks through exceptional client service. Communicate with team in order to keep all informed and aid current client strategy.</li>
<li>Assist in the management of vendor relationships on behalf of clients and partner.</li>
<li>Deliver client retention by anticipating client&rsquo;s needs, recommending changes or actions, in conjunction with the Relationship manager.</li>
<li>Achieve personal and team goals for service levels, growth and retention for assigned book of business.</li>
<li>Identify and document systematically &ldquo;opportunity plans&rdquo; working with Relationship Manager on a strategy to mitigate risk.</li>
<li>Proactively communicate with the client and partners regarding all components of service delivery. Solicit and administer feedback with appropriate internal resources in order to improve the client experience.</li>
<li>Prioritize activities and manage time to effectively and efficiently provide quality client service to our partners and clients.</li>
<li>Ensure that our devotion to our clients are met by proactively reviewing the status of assigned plans&rsquo; periodic activity (compliance testing, 5500, quarterly statements, RMDs, etc.).</li>
<li>Assess client goals, needs and behaviors to suggest plan, product or functionality changes to improve results for our clients.</li>
<li>Educate client regarding plan features, product capabilities or Ascensus functionality and process.</li>
<li>Develop ideas for improvement and provide feedback/solutions to plan sponsor and financial professional to minimize risk and improve process.</li>
<li>Act in the role as the subject matter expert on specific topics for initiatives with accountability for training and assisting others across departments in area of expertise.</li>
<li>Provide training to members of team as opportunities arise.</li>
<li>Perform other duties and participate in or head special projects as assigned.</li>
</ul>
Minimum Requirements:<ul>
<li>
Bachelor&rsquo;s degree or equivalent work experience.</li>
<li>Minimum 3 years direct client experience and Retirement Services industry experience or thorough knowledge preferred</li>
<li>Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred.</li>
<li>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.</li>
<li>Excellent presentation skills, business etiquette, client service skills and time management.</li>
<li>Demonstrated professionalism in all aspects of the role.</li>
<li>Experience with financial services systems (i.e. recordkeeping, trust, trading); and experience with plan recordkeeping and trust reconciliation.</li>
<li>Proficiency in Microsoft Office software applications, specifically Word and Excel required, Access and PowerPoint preferred.</li>
<li>Excellent evaluation and problem resolution skills.</li>
<li>Knowledge of retirement plans, ERISA, DOL and IRS regulations, and plan documents (individually designed and prototype).</li>
<li>Ability to work in a team environment to ensure common goal of providing exceptional client service.</li>
<li>Ability to work well under pressure with multiple priorities and deadlines in a demanding environment.</li>
<li>Ability to make sound business judgments concerning issues which, if mishandled, have the potential to create substantial financial and client relations liabilities for the company.</li>
<li>Ability to work extended hours to meet business needs as required.</li>
<li>Quality focus with attention to detail.</li>
<li>Handle other essential tasks as assigned.</li>
</ul>
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.</div>

Retirement Service Consultant, Client Services - Retirement

<div>Section 1: Position Summary
The Content Specialist will be responsible for content development, execution, and oversight of marketing campaigns and initiatives for the assigned line of business. Through consultation, creativity, and a focus on the user experience, this individual will be responsible for collaborating with marketing and business stakeholders to implement effective communications and crafting copy that drives business growth, client retention and desired outcomes. This includes developing content within Ascensus brand standards for a variety of touchpoints with a focus on writing for digital experiences such as web, email, video, and social media.
Section 2: Job Functions, Essential Duties and Responsibilities<ul>
<li>
Turn strategic initiatives and industry trends into tactical solutions</li>
<li>Understand and assess business needs in order to craft clear, concise, and effective messaging</li>
<li>Manage all aspects of complex communications, including content development, project planning, and the creation of multiple versions based on data, logic, and branding</li>
<li>Represent marketing at key meetings to provide status updates, consultation, general project support, and innovative solutions</li>
<li>Establish strong relationships with business stakeholders by delivering on project specifications and deadlines</li>
<li>Create meaningful content leveraging AI tools that is clear, actionable, and engaging&mdash;converting leads to clients and turning clients into loyal fans</li>
<li>Fluid in copywriting for a wide variety of marketing mediums across web, email, print, video scripting, presentations, articles, white papers and more.</li>
<li>Use Microsoft office suite &ndash; Word, PowerPoint and Excel&mdash;as well as project management and CMS software tools to assist in the management of workflow, content, planning, and other marketing operations</li>
<li>Participate in and adhere to quality control best practices related to proofreading, reviews, and securing approvals</li>
<li>Measure effectiveness of communications using such methods as A/B testing</li>
<li>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.</li>
<li>At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always&reg;. They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day.</li>
</ul>
Supervision<ul><li>
N/A</li></ul>
Section 3: Experience, Skills, Knowledge Requirements
<ul><li>Excellent writing, editing, and presentation skills</li>
<li>Ability to write and communicate effectively and professionally across multiple mediums, including digital, social and print, and considering SEO, SEO strategy and optimization tactics</li>
<li>Experience with AI copywriting tools</li>
<li>Excellent decision-making, communication, critical thinking, project management and follow-through skills</li>
<li>Ability to perform duties with accuracy, strong attention to detail, and meet deadlines consistently</li>
<li>Self-motivated team player who is comfortable working in a collaborative, fast-paced environment</li>
<li>Minimum of 5 years of related experience. Samples and portfolio are required</li>
<li>Four-year college degree, marketing/communications or related field</li>
<li>An understanding of a regulated industry; financial services experience a plus</li>
</ul>
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
The national average salary range for this role is $70-80k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits.
We are proud to be an Equal Opportunity Employer
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.</div>

Content Specialist

Join Ascensus and explore 10   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Ascensus

ABOUT_COMPANY

Sr Retirement Service Consultant

Sr Retirement Service Consultant

Sr Retirement Service Consultant

Sr Retirement Service Consultant

Retirement Service Consultant, Client Services - Retirement

Content Specialist

Content Specialist