Account Services Representative

Ascensus•Charlotte, PA

7d•$19 - $19

About The Position

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. J O B S UM M AR Y : Assists Client Service Managers in providing best of class service to our clients. Selects 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.

Requirements

1+ years of customer service experience, preferably in the financial services or benefits industry, or experience with defined contributions and benefit plans
Advanced Excel experience
4 year college degree

Responsibilities

Provides assistance 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 rapid 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
Multi-tasks and works in a fast-paced environment
Builds internal relationships and communicates effectively
Regular, reliable and punctual attendance