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Senior Retirement Support Specialist
2 months ago
Section 1: Position Summary
The Senior Retirement Support Specialist position is responsible for supporting 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
Actively 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
Respond 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
Act in the role as the subject matter expert on specific topics or initiatives with responsibility for training and assisting others across the department in the area of expertise.
Develop ideas for improvement and provide feedback/solutions to peer group and leaders.
Lead by example by adapting to change and exuding positivity.
Provide training and mentoring to members of the team as opportunities arise
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 support for functions previously owned by Shared Services
Maintain a professional and positive approach in all internal and external communications
Assist with other tasks and projects as assigned
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 analyze data integrity.
Strong written and verbal communication skills.
Excellent analytical and problem resolution skills.
Detail-oriented.
Ability to work independently as required, but also work within and contribute to maintaining a highly cohesive team environment
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