Client Services Representative
2 weeks ago
As a Client Services Specialist at Ascensus, you will play a vital role in delivering exceptional client experiences by resolving retirement plan sponsor or client requests and issues. Your primary responsibilities will include responding to internal and external inquiries, escalating issues per departmental protocol, and acting as a liaison internally with regard to sponsor or client requests.
Essential Functions- Respond to internal and external inquiries (via phone and/or email) with clarity, efficiency, and timeliness.
- Elevate issues according to established protocols.
- Effectively communicate complex information with confidence.
- Act as a liaison internally to address sponsor or client requests.
- Make outbound calls to resolve sponsor or client requests when additional research is required.
- Support special projects and collaborate with other employees as needed.
- Train colleagues as necessary.
- Ensure regular, reliable, and punctual attendance.
None
Required Education, Experience, and Certifications- 1-2 years of experience in Customer Service, Accounting, or Finance.
- Proficiency in MS Office, with emphasis on Excel and Word.
- Bachelor's degree or equivalent combination of education and experience.
- Knowledge of retirement plan administration.
- Experience with the DST platform is a plus.
- ASPPA certification.
- Strong Written and Verbal Communication Skills.
- Sound Judgement.
- Detail Oriented.
- Effective Problem Solving Skills.
- Client-Focused.
- Team Player.
- Planning and Organizing.
- Resourceful.
- Thoroughness.
- Personable.
- Persistent.
Up to 5%
Other DutiesPlease note that this job description is not exhaustive and is subject to change at any time. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition, marital status, military or veteran status, genetic information, sexual orientation, or any other protected category in accordance with applicable federal, state, or local laws.
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