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Account Services Representative- CA only- Entry-Level

Company: Ascensus
Location: Anaheim
Posted on: November 19, 2022

Job Description:

Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive.
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
    • Multi-tasks and works in a fast-paced environment
    • Builds internal relationships and communicates effectively
    • Regular, reliable and punctual attendanceMANAGEMENT RESPONSIBILITIES (NONE)REQUIRED EDUCATION, EXPERIENCE AND CERTIFICATES, LICENSES, REGISTRATIONS
      • 1+ years of customer service experience, preferably in the financial services or benefits industry, or experience with defined contributions and benefit plansPREFERRED (BUT NOT REQUIRED) EDUCATION OR SKILLS FOR THIS ROLE ARE
        • Advanced Excel experience
        • 4 year college degreeCOMPETENCIES:
          • Client Service
          • Proactive
          • Resourceful
          • Written and Verbal Communication skills
            • Time Management
            • Critical Thinking
            • Organizational Skills
            • Attention to Detail
            • Accuracy
            • CollaborationTRAVEL: Up to 5%OTHER DUTIESPlease 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.

              At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for retirement, education, and healthcare 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. -As a leading independent recordkeeping services partner, retirement plan third-party administrator, and government savings facilitator, we aim to hire associates who find pride in going to work every day knowing that they help more than 12 million people save for what matters.
              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").

Keywords: Ascensus, Anaheim , Account Services Representative- CA only- Entry-Level, Sales , Anaheim, California

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