Senior Account Services Representative

Phoenix, Arizona

Senior Account Services Representative

  • Phoenix, Arizona
  • Full time
  • Opening on: Apr 22 2024
  • Remote
  • Ascensus

Job Summary:  Assists Client Service Managers in providing best of class service to our clients.  Determines 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 Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

  • Learns retirement industry basics, including regulatory and compliance requirements, IRS/DOL reporting, and ERISA law and understands how those areas impact businesses and their employees
  • Provides support 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 responsive 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
  • Demonstrated ability to multi-task and work in a fast-paced environment
  • Regular, reliable and punctual attendance

Management Responsibilities (none)

Required Education, Experience and Certificates, Licenses, Registrations

  • 2+ years of customer service experience, preferably in the financial services or benefits industry, or experience with defined contributions and benefit plans
  • MS Office including advanced Excel skills
  • Retirement Plan Fundamentals (RPF)
  • Advanced competency in writing and delivering concepts

Preferred education or skills for this role are

  • Bachelor’s degree

Competencies:

  • Client Service
  • Proactive
  • Resourceful
  • Written and Verbal Communication Skills
  • Time Management
  • Critical Thinking
  • Organizational Skills
  • Attention to Detail
  • Accuracy
  • Relationship Building

TRAVEL:  Up to 5%

OTHER DUTIES

Please note 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 @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.

For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.


At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for a better future through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity—housed within our Core Values: People Matter. Quality First. Integrity Always.®


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”).

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