Client Services Specialist – Financial Benefits

Ascensus; United States; Remote; USD 22,000 - 31,000; Full time

Job summary

Ascensus is the leading independent technology and service platform powering savings plans across America. This role assists Client Service Managers by handling client requests via phone, email, and letters, generating reports, and coordinating internal transactions to ensure timely resolutions.

Ideal candidates have 1+ years in customer service, advanced Excel skills, and a 4-year college degree. The position emphasizes reliability, multi-tasking in a fast-paced environment, and strong

Qualifications

• 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

Responsibilities

• Assists Client Service Managers in providing best of class service to our clients.
• 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.

Skills

Customer service

Advanced Excel

Bachelor's degree

Education

4 year college degree

Job description

Ascensus is the leading independent technology and service platform powering savings plans across America. This role assists Client Service Managers by handling client requests via phone, email, and letters, generating reports, and coordinating internal transactions to ensure timely resolutions.

Ideal candidates have 1+ years in customer service, advanced Excel skills, and a 4-year college degree. The position emphasizes reliability, multi-tasking in a fast-paced environment, and strong