Job Description
Note: The job is a remote job and is open to candidates in USA. 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. The role involves assisting Client Service Managers in delivering exceptional service to clients, managing requests, and coordinating transactions across departments.
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
Benefits
- 401(k) match
- Medical
- Dental
- Vision
- Paid-Time-Off
Company Overview
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