Account Services Representative

Ascensus; Dresher (Montgomery County); On-site; USD 25,830 - 26,174; Full time

Benefits offered by this job

401(k) match

Medical

Dental

Vision

Paid Time Off

Health Savings Account

Job summary

Ascensus in Montgomery County, Dresher, is seeking a Customer Service Representative to assist in providing top-notch service to clients. You will collaborate with Client Service Managers, coordinate transactions, and resolve client inquiries efficiently.

The ideal candidate has at least 1 year of customer service experience, preferably in financial services. Proficiency in Excel and a 4-year college degree are required. The position offers a salary range of $18.75 to $19.00 per hour, along with benefits including a 401(k) match and health coverage.

Qualifications

• 1+ years of customer service experience in financial services or benefits.
• Advanced proficiency in Excel is required.

Responsibilities

• Assists Client Service Managers in providing service to clients.
• Generates reports and coordinates transactions with departments.
• Delivers efficient and rapid resolution to client requests.

Skills

Client Service

Proactive

Resourceful

Written and Verbal Communication skills

Time Management

Critical Thinking

Organizational Skills

Attention to Detail

Accuracy

Team Player

Education

4-year college degree

Tools

Excel

Job description

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 recurring projects.

Essential Functions

• 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

Requirements

• 1+ years of customer service experience, preferably in the financial services or benefits industry, or experience with defined contributions and benefit plans
• 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

Salary and Benefits

The national average salary range for this role is $18.75-$19.00 an hour, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case‑by‑case basis.

Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc.

Benefits: 401(k) match, Medical, Dental, Vision, Paid Time Off, Health Savings Account with employer contribution up to $1,100, 529 college savings match programs, Volunteer and charitable‑giving programs.

Equal Opportunity Employment

We are proud to be an Equal Opportunity Employer.