Senior Account Services Representative

Job Summary: Assists Client Service Managers in providing best of class service to our clients. Determines vested benefits, reconciles trust assets including participant loans and contributions, assists Plan Sponsors with standard requests, resolves internal intra-departmental requests and manages reoccurring projects.

Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

• Learns retirement industry basics, including regulatory and compliance requirements, IRS/DOL reporting, and ERISA law and understands how those areas impact businesses and their employees


• Provides support to clients through a number of channels including phone, letters and emails to quickly resolve the request


• Generates and delivers reports to clients


• Coordinates transactions with internal departments and tracks through completion


• Prioritizes tasks based on the urgency of the request


• Delivers efficient and responsive resolution in the most effective way possible


• Effectively utilizes and navigates internal resources to arrive at the right solution for the client (e.g., computer systems, online resources and client service relationships)


• Completes special projects as needed


• Assists team with duties and tasks as needed


• Demonstrated ability to multi-task and work in a fast-paced environment


• Regular, reliable and punctual attendance

Management Responsibilities (none)

Required Education, Experience and Certificates, Licenses, Registrations

• 2+ years of customer service experience, preferably in the financial services or benefits industry, or experience with defined contributions and benefit plans


• MS Office including advanced Excel skills


• Retirement Plan Fundamentals (RPF)


• Advanced competency in writing and delivering concepts

Preferred education or skills for this role are

• Bachelor’s degree

Competencies:

• Client Service


• Proactive


• Resourceful


• Written and Verbal Communication Skills


• Time Management


• Critical Thinking


• Organizational Skills


• Attention to Detail


• Accuracy


• Relationship Building

TRAVEL: Up to 5%

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

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.