About the role

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.

JOB SUMMARY:

Assists Client Service Managers in providing best of class service to our clients. Selects vested benefits, reconciles trust assets including participant loans and contributions, assists Plan Sponsors with standard requests, resolves internal intra- departmental requests and manages reoccurring projects.

ESSENTIAL FUNCTIONS:

Provides assistance to clients through a number of channels including phone, letters and emails to quickly resolve the request
Generates and delivers reports to clients
Coordinates transactions with internal departments and tracks through completion
Prioritizes tasks based on the urgency of the request
Delivers efficient and rapid resolution in the most effective way possible
Effectively utilizes and navigates internal resources to arrive at the right solution for the client
(e.g. computer systems, online resources and client service relationships)
Completes special projects as needed
Assists team with duties and tasks as needed
Multi-tasks and works in a fast-paced environment
Builds internal relationships and communicates effectively
Regular, reliable and punctual attendance

Requirements:

1+ years of customer service experience, preferably in the financial services or benefits industry, or experience with defined contributions and benefit plans
Advanced Excel experience
4 year college degree

PROFICIENCIES:

Client Service
Proactive
Resourceful
Written and Verbal Communication skills
Time Management
Critical Thinking
Organizational Skills
Attention to Detail
Accuracy
Team Player

The national average salary range for this role is $18.75-$19.00 an hour, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis.  Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc.  For more information, please visit careers.ascensus.com/#Benefits.

We are proud to be an Equal Opportunity Employer

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

Aplyr's read

Ascensus empowers individuals to secure their financial future through innovative savings solutions, attracting professionals dedicated to personalized service and technological advancement.
Synthesized from recent postings & public sources

What's promising

•Ascensus is a leader in retirement and college savings, providing stability in the financial services sector.
•The company invests in innovative technology, enhancing its service offerings and operational efficiency.
•Employees benefit from a culture focused on personalized service, fostering strong client relationships.

What to watch

•The financial services sector is highly competitive, posing challenges for market differentiation.
•Regulatory changes in retirement savings can impact business operations and strategy.
•Limited public information about Ascensus's diversity and inclusion initiatives.

Why Ascensus

•Ascensus specializes in both retirement and college savings, offering a dual focus uncommon in the industry.
•The company emphasizes personalized service, setting it apart in a tech-driven financial landscape.
•Ascensus's commitment to innovative technology supports its leadership in savings solutions.

Aplyr’s read is generated by AI from public sources. Was it useful?

About Ascensus

Ascensus

ascensus.com

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Ascensus is a leading provider of retirement and college savings solutions, dedicated to helping individuals save for their future through innovative technology and personalized service.