Retirement Service Consultant, Client Services - Retirement

 Posted 2 hours ago
     
0-2 years experience
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AI Summary

The role involves supporting service and partner insights through dashboards and executive summaries while identifying opportunities to improve process scalability. The consultant will focus on major projects related to client retention, satisfaction, and driving loyalty.

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.

 

This is not a typical co-op. This high impact Business Service/Operations and Strategy co-op is designed for motivated students in their final co-op rotation who want real responsibility, real exposure, and a clear path to a full-time role after graduation. You’ll work side by side with experienced leaders (across: Service & Operations, FuturePlan, Retirement Services, and Partner Solutions) on projects that directly influence how we improve client experience, strengthen partnerships, and scale our business. If you’re interested in how data turns into decisions, how leaders operate inside a complex financial services organization, and how meaningful work gets delivered at scale, this role offers hands on experience that goes well beyond a traditional co-op. The co-op will work directly with experienced leaders and teams on work that truly matters, including: • Supporting service and partner insights, including dashboards and executive ready summaries • Assisting with partner governance and operating rhythms, helping ensure strong execution and delivery • Identifying opportunities to improve processes, service experience, and scalability • Turning analysis into clear, concise leadership level communications and presentations • Major Projects: Client Retention; Client Satisfaction and Driving Loyalty What makes this opportunity especially compelling is the breadth of exposure. The co-op will gain hands on experience across: • FuturePlan and Retirement Services, including qualified and non-qualified plans, partner models, and service delivery • Partner Solutions, where we are focused on strengthening partnerships, improving alignment, and scaling how we operate

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.

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