Ascensus

Account Services Representative

Ascensus(13 days ago)

HybridFull TimeJunior$30,000 - $40,000Client Service
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About this role

This role supports Client Service Managers by managing client inquiries, processing transactions, generating reports, and coordinating internal activities within the retirement plans industry. It involves learning industry regulations and providing efficient service to clients.

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Required Skills

  • Excel
  • Customer Service
  • Communication
  • Organization
  • Attention to Detail
  • Time Management
  • Problem Solving
  • Resourcefulness
  • Team Player
  • Critical Thinking
Ascensus

About Ascensus

ascensus.com

Everyone deserves to feel financially secure. We help more people save through partnerships with leading financial institutions and state governments.

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