Retirement Support Specialist

Section 1: Position Summary

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.

Section 2: Job Functions, Essential Duties and Responsibilities

• 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.
• Our I-Client service philosophy and our 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.
• 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
  
  

Supervision

• N/A
  
  

Section 3: Experience, Skills, Knowledge Requirements

• 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
  
  

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 validity of a job posting, we strongly encourage you to apply directly through our website.