Client Services Specialist - Job at Ascensus in Jacksonville, FL

Client Services Specialist

Jacksonville, FL / Atlanta, GA / Las Vegas, NV / Portland, OR ...View All
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Posted 14 days ago

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Job Description

Newport, an Ascensus company, helps employers offer their associates a more secure financial future throughretirement plans,insuranceandconsulting 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 and resolves retirement plan sponsors or client's direct requests and issues by answering incoming calls, making outbound calls and responding to emails all while delivering the ultimate client experience.ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.1.Responds to internal and external inquiries (via phone and/or email) with clarity, efficiency and timeliness. 2.Escalates issues per departmental protocol.3.Understands complex information with the ability to verbalize confidently.4.Acts as a liaison internally with regard to sponsor or client requests.5.Makes outbound calls to resolve sponsor or client requests if additional research is needed.6.Assists with special projects and supports other employees as needed.7.Trains other employees as needed.8.Regular, reliable and punctual attendance.MANAGEMENTRESPONSIBILITIES (NONE)REQUIRED EDUCATION,EXPERIENCEANDCERTIFICATES,LICENSES,REGISTRATIONS

1-2 years of experience in Customer Service, Accounting or Finance.
Proficiency in MS Office, emphasis on Excel and Word.

PREFERRED (BUT NOT REQUIRED)EDUCATION OR SKILLSFOR THIS ROLE ARE

Bachelor's degree or an equivalent combination of education and experience.
Knowledge of retirement plan administration.
Experience with DST platform is a plus.
ASPPA certification

COMPETENCIES

Written and Verbal Communication Skills
Sound Judgement
Detail Oriented
Problem Solving Skills
Client Oriented
Team Player
Planning and Organizing
Resourceful
Thoroughness
Personable
Persistent
Team Player

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.

Ascensus is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, citizenship, sex, marital or veteran status, disability or handicap, sexual orientation or any other basis prohibited by applicable law. Ascensus also takes affirmative action to employ, and advance in employment, qualified women, minorities, and covered veterans. Ascensus also makes reasonable accommodations for qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state laws

Job Summary

Company

Ascensus

Start Date

As soon as possible

Employment Term and Type

Regular, Full Time

Required Education

Bachelor's Degree

Required Experience

1 to 2 years