Account Services Representative

Ascensus

Multiple Locations, US
Base: $18.75-$19.00 an hour; bonus/equity: not spe...
Client service
Internal resource utilization
Task prioritization
Assists Client Service Managers in providing best of class service to clients by selecting vested benefits, reconciling trust assets, and assisting Plan Sponsors with requests

Job Summary

  • Assists Client Service Managers in providing best of class service to clients by selecting vested benefits, reconciling trust assets, and assisting Plan Sponsors with requests.
  • Provides assistance to clients through phone, letters, and emails, generating and delivering reports, and coordinating transactions with internal departments.
  • Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc.

Matching Summary

Assists Client Service Managers in providing best of class service to clients by selecting vested benefits, reconciling trust assets, and assisting Plan Sponsors with requests.

Salary

Base: $18.75-$19.00 an hour; Bonus/Equity: Not specified; Benefits: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc.

Skills & Requirements

Must-have

  • client service
  • internal resource utilization
  • task prioritization
  • rapid resolution
  • internal relationship building

Nice-to-have

  • proactive
  • resourceful
  • time management
  • critical thinking
  • attention to detail

Key Requirements

  • 1+ years customer service experience
  • Financial services or benefits industry experience
  • Defined contributions and benefit plans experience
  • Advanced Excel experience
  • 4 year college degree

Work Rights

Not specified

Tailored Resume

Cover Letter