39 Client Services Specialist Jobs in Jacksonville, FL
Ascensus is Hiring a Client Services Specialist Near Jacksonville, FL
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 and resolves retirement plan sponsors or client's direct requests and issues by answering incoming calls, making outbound calls and responding to emails all while delivering the ultimate client experience.ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.1.Responds to internal and external inquiries (via phone and/or email) with clarity, efficiency and timeliness. 2.Escalates issues per departmental protocol.3.Understands complex information with the ability to verbalize confidently.4.Acts as a liaison internally with regard to sponsor or client requests.5.Makes outbound calls to resolve sponsor or client requests if additional research is needed.6.Assists with special projects and supports other employees as needed.7.Trains other employees as needed.8.Regular, reliable and punctual attendance.MANAGEMENTRESPONSIBILITIES (NONE)REQUIRED EDUCATION,EXPERIENCEANDCERTIFICATES,LICENSES,REGISTRATIONS- 1-2 years of experience in Customer Service, Accounting or Finance.
- Proficiency in MS Office, emphasis on Excel and Word.
- Bachelor's degree or an equivalent combination of education and experience.
- Knowledge of retirement plan administration.
- Experience with DST platform is a plus.
- ASPPA certification
- Written and Verbal Communication Skills
- Sound Judgement
- Detail Oriented
- Problem Solving Skills
- Client Oriented
- Team Player
- Planning and Organizing
- Resourceful
- Thoroughness
- Personable
- Persistent
- Team Player
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 lawsJob Summary
Full Time
Investment Management
$47k-62k (estimate)
11/02/2023
07/13/2024
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 Services Specialist include Customer Service, Problem Solving, Futures, Verbal Communication, Consulting, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Services Specialist. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Services Specialist positions, which can be used as a reference in future career path planning. As a Client Services Specialist, it can be promoted into senior positions as a Client Service Specialist II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Specialist. You can explore the career advancement for a Client Services Specialist below and select your interested title to get hiring information.
If you are interested in becoming a Client Services Specialist, 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 Services Specialist for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Services Specialist job description and responsibilities
A Client Services Specialist also assists Account Managers to ensure a high level of customer service.
02/02/2022: Kennewick, WA
Build and nurture strong personal relationships with clients.
03/23/2022: Madison, WI
Perform other administrative duties as required to build business for clients.
02/09/2022: Atlanta, GA
The Client Services Specialist examine, monitor, manage the client and talent agreements, ensuring that all contracts are executed accurately and error-free.
04/04/2022: Springfield, IL
A positive attitude and the ability to build relationships with clients to provide non-technical problem resolution.
01/14/2022: Albany, NY
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 Services Specialist jobs
Communicate clearly with customers.
01/06/2022: Macon, GA
Know how to close a conversation.
01/13/2022: San Jose, CA
Learn How to Use Data Analysis / Reporting tools.
03/01/2022: Atlanta, GA
Stay Updated on the Latest Digital Marketing Trends.
02/15/2022: Clearwater, FL
Build and nurture strong personal relationships with clients.
02/02/2022: Paramus, NJ
Step 3: View the best colleges and universities for Client Services Specialist.
Similar Jobs
Popular Articles
