Retirement Support Specialist

Ascensus•Dresher, PA

46d•Remote

About The Position

The Retirement Support Specialist position is accountable for assisting the Client Services teams through timely communication and follow-up, proactive client outreach, and tracking, reporting and documentation of various functions within the department.

Requirements

Bachelor's degree in business or related field, or equivalent work experience.
Knowledge of information systems and technology; ability to create ad hoc reports.
Microsoft Office knowledge required.
Ability to evaluate data integrity.
Strong written and verbal communication skills.
Excellent evaluation and problem resolution skills.
Detail oriented.
Ability to work unsupervised as required, but also work within and contribute to maintaining a highly cohesive team environment
For virtual remote positions, we require an uninterrupted workspace during business hours and an internet work speed of 25 MBps or better.

Responsibilities

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.
Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture.
Assist clients with census updates to produce compliance tests and employer calculations
Participate in proactive call and email campaigns to inform clients on various deliverables regarding their 401k plan
Assist Client Services with the creation of necessary reporting for the FDI reports
Apply a quality control/review process to all reports produced before they are delivered to the end user
Reply to client requests for information via email, outbound call, or internal workflow
Maintain detailed workflow documentation for all functions and tracking for all reports provided
Provide timely, exceptional service, including problem solving and issue resolution with minimal inconvenience to clients
Provide effective verbal and written communications in a clear, concise, and informative manner
Make outbound calls to clients for various call campaigns and follow up on verification of client's data
Provide backup assistance for functions previously owned by Shared Services
Maintain a professional and positive approach in all internal and external communications