Account Services Representative

Summary

Ascensus is a technology and service platform powering savings plans across America. The Account Services Representative assists Client Service Managers by supporting clients, reconciling trust assets, processing standard requests, resolving internal requests, and managing recurring projects.

Responsibilities

• 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

Skills

• 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

Qualifications

Must Haves

• 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

Benefits

• 401(k) match
• Medical
• Dental
• Vision
• Paid-Time-Off