Account Services Representative

Ascensus • Fort Worth, TX

3d

About The Position

Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive. JOB SUMMARY: 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. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable people with disabilities to perform these essential functions. Learns retirement industry basics, including regulatory and compliance requirements, IRS/DOL reporting, and ERISA law and comprehends how those areas impact businesses and their employees 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

Requirements

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

Nice To Haves

• Advanced Excel experience
• 4 year college degree

Responsibilities

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

Benefits

• Collaborative, idea-sharing environment
• Professional Development with in-house training and tuition reimbursement
• Generous reward programs
• Paid time off
• Medical, dental & vision benefits
• Health Savings Account with employer contribution up to $1,100
• 401(k) & 529 college savings match programs
• Volunteer and charitable-giving programs
• Business casual dress

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level