7 Client Service Representative Jobs in Brainerd, MN
Sorry! This job is no longer available. Please explore similar jobs listed on the left.
Ascensus is Hiring a Client Service Representative Near Brainerd, MN
Essential Duties and Responsibilities:
- Effectively respond to internal and external client inquiries via phone and written correspondence within 24 hours
- Document all verbal and written communication in appropriate systems and locations
- Manage deadlines and work within allotted timeframes
- Educate clients in document compliance processes and procedures
- Adhere to strict audit procedures to ensure confidentiality of client information
- Proactively manage client’s inquiries by monitoring and resolving issues and requests
- Serve as a resource for Ascensus’ sales team in pre-sale support to prospective restatement customers, answering and researching their restatement service questions
- Demonstrate the ability to recognize sales opportunities and communicate these opportunities to the DCS Manager and/or Ascensus Sales Representatives
- Resolve all issues relating to client inquiries by working with necessary Ascensus staff and continuously following up on status until resolution is communicated to the client
- Manage the delivery and final review of newly established plans, plan amendments and restatement kits for clients
- Demonstrate the ability to identify, review and analyze discrepancies and questionable procedures within the unit and division by proposing written and verbal resolutions
- Make outgoing client calls to obtain missing information or to obtain clarification of client’s intent
- Document all verbal and written communication in appropriate systems and locations
- Develop and expand qualified plan knowledge by attending Ascensus document training, reading Ascensus manuals and publications, and other items as directed
- Meet expectations of the job by attendance and punctuality as outlined in the employee policy handbook
- Performs other duties and special projects as assigned
- Two year degree or equivalent work experience. Bachelor’s degree in Business, Finance or related field preferred
- Customer service and account management experience required
- Experience with PCs and MS Office software applications
- Detail oriented with strong organizational and time management skills required
- Ability to handle multiple priorities and meet deadlines in a fast paced environment
- Ability to communicate effectively, verbally and written, to all levels within Ascensus
- Ability to work extended hours as required in order to meet business needs
- The employee must regularly lift and/or move up to 10 pounds, and occasionally lift and/or move up to 25 pounds
- Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
- The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.
At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for retirement, education, and healthcare 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.®
As a leading independent recordkeeping services partner, retirement plan third-party administrator, and government savings facilitator, we aim to hire associates who find pride in going to work every day knowing that they help more than 12 million people save for what matters.
Job Summary
Full Time
Investment Management
$47k-61k (estimate)
02/03/2023
11/24/2023
ascensus.com
ENCINO, CA
500 - 1,000
1980
DANIEL KRAUITZ
$500M - $1B
Investment Management
Related Companies
About Ascensus
Ascensus helps millions of people save for what mattersretirement, education, and healthcare. Were also one of the savings plan industrys leading providers of outsourced services. Our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers. Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. For more information, visit ascensus.com.
The job skills required for Client Service Representative include Customer Service, Call Center, Written Communication, Communicates Effectively, Time Management, Retirement Plans, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Service Representative positions, which can be used as a reference in future career path planning. As a Client Service Representative, it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Representative. You can explore the career advancement for a Client Service Representative below and select your interested title to get hiring information.
If you are interested in becoming a Client Service Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Service Representative job description and responsibilities
Client services representatives manage client relationships and provide customer support.
02/07/2022: Monterey, CA
Promoting and maintain positive customer relations utilizing service excellence techniques.
02/20/2022: Richmond, VA
Client service representatives are responsible for taking care of users who have a hard time with some business element.
02/21/2022: Akron, OH
Customer service representatives also have access to responses for the most commonly asked questions and to specific guidelines for dealing with requests or complaints.
12/22/2021: Altus, OK
Have an understanding and reception to clients' needs and give proactive customer support.
01/29/2022: Huntington, WV
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Service Representative jobs
Some popular Client Service Representative hard skills are Customer Service, Client Services, Sales, Microsoft Access, Social Media, Marketing, Management and Banking.
01/10/2022: Long Beach, CA
A good Customer Service Representative must have excellent communication skills since they will be speaking directly with customers.
12/28/2021: Anderson, IN
Should have a proven customer support experience or experience as a client service representative.
01/05/2022: Ann Arbor, MI
Learn to resolve problems and prevent client dissatisfaction.
01/07/2022: Bradenton, FL
One year related experience required with customer service preferred.
12/31/2021: La Crosse, WI
Step 3: View the best colleges and universities for Client Service Representative.
Similar Jobs
Popular Articles
