client relations consultant

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

LPO Holidays

Job Summary:We are looking for a passionate and organized Wedding &amp; Matchmaking Consultant to handle both national and international client inquiries. The role involves understanding client preferences, suggesting compatible match profiles, and recommending personalized destination wedding packages while ensuring a seamless client experience.Key Responsibilities:<ul><li>Handle and respond to domestic and international client inquiries through phone, email, and WhatsApp.</li><li>Understand client needs to suggest suitable match profiles and destination wedding options.</li><li>Present and explain services, packages, pricing, and timelines in a clear and professional manner.</li><li>Create and share customized proposals, event plans, and travel itineraries tailored to client preferences.</li><li>Maintain and regularly update the client database (brides, grooms, and families) with accurate details.</li><li>Coordinate with vendors, travel partners, and internal teams for seamless event execution.</li><li>Provide ongoing client support and follow-ups to ensure satisfaction and successful conversions.</li><li>Stay informed about current trends in wedding destinations, event themes, and matchmaking practices.</li></ul>Job Type: Full-timePay: &#8377;15,000.00 - &#8377;30,000.00 per monthWork Location: In person

Destination Wedding & Matchmaking Coordinator

A leading Corporate Service Provider firm based in Dubai (Business Bay) is looking for a &ldquo;Business Setup Consultant&rdquo;. Candidate that will lead initiatives to generate new business and manage existing clients.The Business Consultant is responsible for:<ul><li>Interacting with leads and existing clients.</li><li>Collecting and screening of client&rsquo;s KYC documents;</li><li>Executing of companies&rsquo; registrations, renewals, visas arrangements;</li><li>Managing client expectations and deliver content in a relatable format;</li><li>Maintaining a good relationship with each client to foster trust and develop potential referrals;</li><li>Developing a network of partnerships that would generate a revenue stream for the company;</li><li>Following company internal procedures and instructions.</li></ul>Qualification requirements:<ul><li>Experience in UAE Corporate Service Provider firm for at least 2 years;</li><li>Knowledge of actual procedures for UAE mainland, free zones and offshore companies registration and administration;</li><li>Good command of English and precise verbal and written communication abilities;</li><li>Flexible and capable of working in dynamic work environment;</li><li>Trustworthy, honest and diligent.</li></ul>Salary: As per experience.Working schedule: Monday to Friday (from 9 a.m. to 6 p.m.).Company is providing UAE employment visa, medical insurance, flight allowance each two years, career growing opportunities.Job Type: Full-timePay: AED4,500.00 - AED5,500.00 per monthExperience:<ul><li>Business setup in the UAE: 1 year (Required)</li></ul>Location:<ul><li>Dubai (Required)</li></ul>

Business Setup Consultant

BLUE RANGE GLOBAL EXPERTS FZE LLC

Position: Business Setup ConsultantJob Type: Full-timeSalary: AED 3,500 - 4000 per month + Incentives(Negotiable based on experience &amp; qualifications)Location: United Arab EmiratesRole Summary:We are seeking a motivated and experienced Business Setup Consultant to join our growing team. This is a sales-driven role focused on generating leads, closing deals, and supporting clients in setting up businesses in UAE Freezones and Mainland. You will play a crucial role in ensuring compliance with local regulations while delivering top-tier client service.Key Responsibilities:<ul><li>Generate leads and convert them into successful business setups.</li><li>Assist clients in establishing companies across UAE Freezones and Mainland jurisdictions.</li><li>Ensure all legal and regulatory requirements are met throughout the setup process.</li><li>Identify and pursue new business opportunities, markets, and strategic partnerships.</li><li>Provide customized setup solutions based on each client&rsquo;s needs.</li><li>Prepare and handle all documentation for business formation.</li><li>Maintain and grow a portfolio of clients, ensuring satisfaction and repeat business.</li><li>Stay current with UAE government regulations and PRO services.</li><li>Guide clients from initial consultation through to final company registration.</li><li>Use a consultative, value-driven approach to offer tailored business solutions.</li></ul>Requirements:<ul><li>Minimum 2 years of experience in UAE business setup consulting (Required)</li><li>In-depth knowledge of UAE Freezone and Mainland procedures and regulations</li><li>Knowledgeable in s complete A to Z Process of business setup lifecycle &mdash; from consultation to incorporation</li><li>Excellent communication, interpersonal, and customer service skills</li><li>Fluency in Tagalog, Hindi, Urdu, or Arabic is required</li></ul>If you&rsquo;re passionate about helping entrepreneurs succeed and thrive in the UAE business landscape, we want to hear from you!Apply Now: careers@bluerange.aeJob Type: Full-timePay: AED3,500.00 - AED4,000.00 per month

Business Setup Advisor - Company Formation

AUXILIUM HUB CORPORATE SERVICES PROVIDERS CO. L.L.C

Job SummaryWe are seeking a motivated and detail-oriented Junior Business Consultant to support clients with business setup, administrative coordination, and professional advisory services across various jurisdictions in the UAE. The candidate will assist in evaluating client needs, preparing documentation, and ensuring smooth end-to-end business processes.Key Responsibilities<ul><li>Assist clients with UAE business setup procedures (Mainland, Freezone &amp; Offshore)</li><li>Provide advisory support on company licensing, activities, and compliance requirements</li><li>Coordinate documentation for visa processing, license renewals, amendments, and cancellations</li><li>Liaise with government authorities such as DED, MOHRE, Immigration, Free Zones, and Municipality</li><li>Conduct market research and share insights with clients and management</li><li>Prepare proposals, quotations, and service packages for corporate solutions</li><li>Maintain accurate client records and follow up on pending tasks</li><li>Support senior consultants in project execution and documentation</li><li>Handle basic PRO support activities when required</li><li>Answer and resolve client queries in a professional and timely manner</li><li>Ensure timely submission of documents and adherence to compliance regulations</li><li>Build positive relationships with clients to enhance retention and satisfaction</li></ul>Qualifications &amp; Requirements<ul><li>Bachelor&rsquo;s Degree in Business Administration or relevant field (preferred)</li><li>0 to 1 year of consulting, sales, customer service, or corporate services experience</li><li>Basic understanding of UAE business environment and government regulations (training provided)</li><li>Strong verbal and written communication skills</li><li>Proficient in MS Office (Word, Excel, PowerPoint)</li><li>Ability to work under pressure and manage multiple tasks</li><li>Organized, reliable, and proactive attitude</li></ul>Key Skills<ul><li>Client Relationship Management</li><li>Documentation &amp; Compliance</li><li>Time Management</li><li>Problem-Solving</li><li>Attention to Detail</li><li>Team Collaboration</li></ul>What We Offer<ul><li>Competitive salary + performance-based incentives</li><li>Training and career growth opportunities</li><li>Exposure to UAE government authorities and legal procedures</li><li>Professional working environment</li><li>Opportunity to fast-track career into senior roles</li></ul>Job Type: Full-timePay: Up to AED2,500.00 per month

Junior business consultant

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