Account Services Representative

J O B S UMMARY :

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.

E SSE NTIAL FUNCTIONS Reasonable accommodations may be made to enable people with disabilities to perform these essential functions.

Learns retirement industry basics, including regulatory and compliance requirements, IRS/DOL reporting, and ERISA law and comprehends how those areas impact businesses and their employees

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

M ANAGEMENT R ESP O NSIBILITIES ( NONE )

R E Q UIRED E DUCATION , E XPE RIENCE AND C E RTIFICATES , L ICENSES , R E G ISTRATIONS

1 years of customer service experience, preferably in the financial services or benefits industry, or experience with defined contributions and benefit plans

P REFERRED ( BUT NOT REQUIRED ) E DUCATION OR SKILLS FOR THIS ROLE ARE

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

TRAVEL: Up to 5%

O THER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or tasks that are required of the employee for this job. Duties, tasks 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 @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.

Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (“Protected Status”).