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Client Services Representative
2 months ago
As a Client Services Specialist at Ascensus, you will play a critical role in delivering exceptional client experiences by resolving retirement plan sponsor or client requests and issues in a timely and efficient manner.
Key Responsibilities- Respond to internal and external inquiries via phone and/or email with clarity and efficiency.
- Escalate issues per departmental protocol.
- Understand complex information and verbalize confidently.
- Act as a liaison internally with regard to sponsor or client requests.
- Make outbound calls to resolve sponsor or client requests if additional research is needed.
- Assist with special projects and support other employees as needed.
- Train other employees as needed.
- 1-2 years of experience in Customer Service, Accounting, or Finance.
- Proficiency in MS Office, emphasis on Excel and Word.
- Bachelor's degree or an equivalent combination of education and experience.
- Knowledge of retirement plan administration.
- Experience with DST platform is a plus.
- ASPPA certification.
- Written and Verbal Communication Skills.
- Sound Judgement.
- Detail Oriented.
- Problem Solving Skills.
- Client Oriented.
- Team Player.
- Planning and Organizing.
- Resourceful.
- Thoroughness.
- Personable.
- Persistent.
Up to 5% travel is required. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @ascensus.net email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about the validity of a job posting, we strongly encourage you to apply directly through our website.
