[Remote] Account Services Representative
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. They are seeking an Account Services Representative to assist Client Service Managers in providing exceptional service to clients, manage requests, and coordinate transactions with internal 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