Job Posting for Account Services Representative (Entry-Level) at Ascensus

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 Client Service Managers in providing best of class service to our clients. Selects 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 people with disabilities to perform these essential functions.

Learns retirement industry basics, including regulatory and compliance requirements, IRS/DOL reporting, and ERISA law and comprehends how those areas impact businesses and their employees
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

MANAGEMENT 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 plans

PREFERRED (BUT NOT REQUIRED) EDUCATION OR SKILLS FOR THIS ROLE ARE

Advanced Excel experience
4 year college degree

PROFICIENCIES:

Client Service
Proactive
Resourceful
Written and Verbal Communication skills
Time Management
Critical Thinking
Organizational Skills
Attention to Detail
Accuracy
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 tasks that are required of the employee for this job. Duties, tasks 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

Apply for this job

Receive alerts for other Account Services Representative (Entry-Level) job openings

Salary.com Estimation for Account Services Representative (Entry-Level) in Dresher, PA

$38,997 - $48,554

For Employer

Looking to price a job for your company?

Price This Job

Account Services Representative (Entry-Level)

Job Posting for Account Services Representative (Entry-Level) at Ascensus

Sign up to receive alerts about other jobs that are on the Account Services Representative (Entry-Level) career path.

Sign up to receive alerts about other jobs with skills like those required for the Account Services Representative (Entry-Level).

Job openings at Ascensus

Not the job you're looking for? Here are some other Account Services Representative (Entry-Level) jobs in the Dresher, PA area that may be a better fit.

We don't have any other Account Services Representative (Entry-Level) jobs in the Dresher, PA area right now.