Account Services Representative (Entry-Level)
Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting 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.
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.®
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (“Protected Status”).
