Retirement Support Specialist, Client Services

1 month ago

Remote, Oregon, United States Ascensus Full time

Section 1: Position Summary

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.

Section 2: Job Functions, Essential Duties and 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

Supervision

  • N/A

Section 3: Experience, Skills, Knowledge 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. If you are unsure of your internet speed before applying, please check with your service provider.

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from or 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.

  • Client Support Specialist

    2 weeks ago

    Remote, Oregon, United States CLC Full time

    Client Support Specialist at CLCAre you dedicated to assisting individuals in resolving their issues while delivering exceptional client support? If so, this role may be ideal for you.Position OverviewThe Client Support Specialist is vital in guaranteeing that both internal and external clients receive outstanding assistance. This position involves...

  • Client Services Specialist

    3 months ago

    Remote, Oregon, United States Ascensus Full time

    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...

  • Client Support Specialist

    2 months ago

    Remote, Oregon, United States AuditBoard Full time

    Who We AreHaving surpassed $200M ARR and continuing to grow rapidly, AuditBoard is the leading audit, risk, and compliance platform on the market. More than 40% of the Fortune 500, including 6 of the Fortune 10, leverage our award-winning technology to move their businesses forward with greater clarity and agility. And our customers love us: AuditBoard is...

  • Community Solar Client Services Specialist

    1 week ago

    Remote, Oregon, United States Solar On Earth Full time

    Job OverviewAs a Community Solar Client Services Specialist, you will serve as the main liaison for our clients. This position demands significant travel, as you will be consistently on the move, engaging with clients to provide direct support and clarity regarding community solar initiatives. Your extensive experience in client services, particularly in the...

  • Customer Benefits Support Specialist

    1 week ago

    Remote, Oregon, United States Conduent Human Resource Services, LLC Full time

    Position Overview:As a Customer Benefits Support Specialist (Remote), you will play a crucial role in assisting our valued clients with their inquiries regarding pensions and various financial benefits.Compensation:$15.00 per hour during training$16.00 per hour upon successful completion of trainingKey Responsibilities:- Serve as the primary contact for both...

  • Desktop Support Specialist

    3 days ago

    Remote, Oregon, United States Brooksource Full time

    Job DescriptionJob Title: Desktop Support SpecialistJob Summary:We are seeking a highly skilled Desktop Support Specialist to join our team at Brooksource. As a Desktop Support Specialist, you will be responsible for providing technical support and maintenance for desktop hardware and software packages. You will also be responsible for customer service and...

  • Desktop Support Specialist

    1 week ago

    Remote, Oregon, United States Brooksource Full time

    Job DescriptionJob Title: Desktop Support SpecialistJob Summary:We are seeking a highly skilled Desktop Support Specialist to join our team at Brooksource. As a Desktop Support Specialist, you will be responsible for providing technical support and maintenance for desktop hardware and software packages. You will also be responsible for customer service and...

  • Virtual Customer Support Specialist

    2 weeks ago

    Remote, Oregon, United States Conduent Commercial Solutions, LLC Full time

    About Conduent Commercial Solutions, LLC: At Conduent, we provide essential services and solutions for leading Fortune 100 companies and numerous government entities, striving to achieve outstanding results for our clients and the communities they serve. Position Overview: As a Virtual Customer Support Specialist, you will play a vital role in assisting...

  • Technical Support Specialist

    1 week ago

    Remote, Oregon, United States Phreesia Full time

    Technical Support Specialist Job Description:We are looking for a Technical Support Specialist who possesses excellent analytical skills and meticulous attention to detail to become a part of our Support team at Phreesia. In this role, you will be tasked with delivering first-line technical assistance and account management support for our clients. Your...

  • Support Specialist, Payroll

    2 months ago

    Remote, Oregon, United States Restaurant365 Full time

    Restaurant365 is a SaaS company disrupting the restaurant industry Our cloud-based platform provides a unique, centralized solution for accounting and back-office operations for restaurants. Restaurant365's culture is focused on empowering team members to produce top-notch results while elevating their skills. We're constantly evolving and improving to make...

  • Bilingual Customer Support Specialist

    2 weeks ago

    Remote, Oregon, United States Leoforce Full time

    Job OverviewPosition: Bilingual Customer Support Specialist (English & Cambodian Armenian & Mandarin)Location: RemoteCompensation: $22.65 per hourKey ResponsibilitiesManage incoming inquiries from clientsPerform research to deliver solutions for clients to address their concernsQualificationsBilingual in English and Cambodian Armenian & MandarinMinimum of 6...

  • Integration Support Specialist

    2 weeks ago

    Remote, Oregon, United States Catapult Staffing Full time

    Job Title: QuickBooks - Integration Support OperationsDepartment: Professional ServicesLocation: RemoteThis position is fully remote and welcomes candidates from various time zones.Role Type: ContractAbout Catapult StaffingCatapult Staffing is a prominent provider of financial management solutions tailored for small enterprises and accounting professionals....

  • Client Solutions Specialist

    2 weeks ago

    Remote, Oregon, United States Kiingo AI Full time

    Job OverviewAbout Kiingo AI:At Kiingo AI, we are dedicated to transforming the way small and medium enterprises leverage artificial intelligence. We are not merely a technology firm; we are a collective of enthusiastic innovators committed to making AI accessible, impactful, and revolutionary. Our offerings include developing AI strategies and creating...

  • Coordinator, Client Services

    3 weeks ago

    Remote, Oregon, United States Aperio Philanthropy Full time

    About the roleThe Coordinator, Client Services serves as a leader in the nonprofit community, inspiring and supporting nonprofits to realize their full fundraising potential. About 80% of the Coordinator's time is spent supporting a portfolio of clients, in partnership with other Aperio team members. About 20% of time is spent on business development,...

  • Integration Support Specialist

    2 weeks ago

    Remote, Oregon, United States Catapult Staffing Full time

    Job Title: QuickBooks - Integration Support OperationsDepartment: Professional ServicesLocation: RemoteThis is a fully remote role open to candidates in all time zones.Role Type: ContractAbout Catapult StaffingCatapult Staffing is a prominent provider of innovative financial management solutions tailored for small enterprises and accounting professionals....

  • Student Support Specialist

    2 months ago

    Remote, Oregon, United States StraighterLine Full time

    At StraighterLine we are on a mission to help students succeedAbout UsStraighterLine is the leading provider of high-quality, affordable, online courses that help learners earn college credit and meet their professional goals. Each year, 150,000 learners take one of StraighterLine's 215 courses to upskill into new careers or earn credit from over 2,000...

  • Medicaid Customer Support Specialist

    2 weeks ago

    Remote, Oregon, United States Conduent State Healthcare, LLC Full time

    Position Overview:As a Medicaid Customer Support Specialist, you will be responsible for providing exceptional assistance to members regarding various health benefits, including SNAP and Medicaid. This role is vital in ensuring that clients receive the necessary support and guidance through their inquiries.Key Responsibilities:- Handle a variety of call...

  • 2025 Summer Internship in Financial Services

    2 weeks ago

    Remote, Oregon, United States Nationwide Private Client Full time

    Join Our Team at Nationwide Private Client Are you eager to contribute to a team that provides exceptional support to help individuals and businesses secure their financial futures? If so, Nationwide Private Client could be the right fit for you. At Nationwide, our commitment to our clients is at the forefront of everything we do, and we seek associates who...

  • Mass Recruitment Specialist

    2 weeks ago

    Remote, Oregon, United States Kelly Services Full time

    Job OverviewPosition: Mass Recruitment SpecialistLocation: Remote, United StatesCompany: Kelly ServicesEmployment Type: Full-TimeAbout Kelly ServicesKelly Services is a progressive and rapidly evolving organization committed to fostering impact, equity, and growth.Role SummaryAs a Mass Recruitment Specialist, you will be instrumental in our talent...

  • Financial Services Internship for Summer 2025

    7 days ago

    Remote, Oregon, United States Nationwide Private Client Full time

    Join Our Team at Nationwide Private Client Are you enthusiastic about contributing to a team that provides exceptional support to help individuals and businesses prepare for their financial futures? If so, Nationwide Private Client may be the right fit for you. At Nationwide, our commitment to our clients is paramount, and we seek associates who are...