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Customer Service
Retirement Support Specialist
@Ascensus LLC
[Hiring] Retirement Support Specialist @Ascensus LLC
Mar 25, 2025 - Ascensus LLC is hiring a remote Retirement Support Specialist. 💸 Salary: unspecified. 📍Location: USA.
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.
Role Description
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.
- Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus.
- 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.
Qualifications
- 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.
Requirements
- 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 the validity of a job posting, we strongly encourage you to apply directly through our website.
Benefits
- Collaborative, idea-sharing environment.
- Professional Development with in-house training and tuition reimbursement.
- Generous reward programs.
- Paid time off.
- Medical, dental & vision benefits.
- Health Savings Account with employer contribution up to $1,100.
- 401(k) & 529 college savings match programs.
- Volunteer and charitable-giving programs.
- Business casual dress.
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| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
Back to Remote jobs >
Customer Service
Customer Service
|
Salary
💸
unspecified
|
Remote
Location
USA
|
|
Job Type
full-time
|
Posted
Mar 25, 2025
|
️
| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
