Retirement Support Specialist

Remote from: 🇺🇸 USA
Job function: Product & Operations
Job type: Full Time,
Job posted: 21 Aug 2024
Apply before: 20 Sep 2024
Industry: Financial Services

Ascensus helps millions of people save for what matters—retirement, education, and healthcare

Financial Services
1980

Actively Hiring

The Retirement Support Specialist position is accountable for assisting the Client Services teams through timely communication and follow-up, proactive client outreach, and tracking, reporting and documentation of various functions within the department.

Job Functions, Essential Duties and Responsibilities

Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.
Assist clients with census updates to produce compliance tests and employer calculations
Participate in proactive call and email campaigns to inform clients on various deliverables regarding their 401k plan
Assist Client Services with the creation of necessary reporting for the FDI reports
Apply a quality control/review process to all reports produced before they are delivered to the end user
Reply to client requests for information via email, outbound call, or internal workflow
Maintain detailed workflow documentation for all functions and tracking for all reports provided
Provide timely, exceptional service, including problem solving and issue resolution with minimal inconvenience to clients
Provide effective verbal and written communications in a clear, concise, and informative manner
Make outbound calls to clients for various call campaigns and follow up on verification of client’s data
Provide backup assistance for functions previously owned by Shared Services
Maintain a professional and positive approach in all internal and external communications

Experience, Skills, Knowledge Requirements

Bachelor’s degree in business or related field, or equivalent work experience.
Knowledge of information systems and technology; ability to create ad hoc reports.
Microsoft Office knowledge required.
Ability to evaluate data integrity.
Strong written and verbal communication skills.
Excellent evaluation and problem resolution skills.
Detail oriented.
Ability to work unsupervised as required, but also work within and contribute to maintaining a highly cohesive team environment

For virtual remote positions, we require an uninterrupted workspace during business hours and an internet work speed of 25 MBps or better. If you are unsure of your internet speed before applying, please check with your service provider.

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.®

Apply now >