Customer Service Representative

Ascensus; Pittsburgh (Allegheny County); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical, dental & vision benefits

401(k) & 529 college savings match

Paid time off

Job summary

Ascensus' American Trust Custody unit seeks a Customer Service Representative to support retirement plan participants and IRA processing. You will handle calls, identify inactive plans, update records, and collaborate with admin teams.

Join a team focusing on high-touch service, with training, and a benefits package including health and retirement plans. This role offers stability and opportunities in a fast-paced financial services environment.

Qualifications

• Answer incoming participant calls and resolve questions.
• Identify inactive or abandoned plans with Admin team.
• Update plan and participant records with recordkeeper collaboration.
• Perform participant searches using LexisNexis and third-party tools.
• Calculate benefit payments and explain options.
• Assist with IRA processing procedures.

Responsibilities

• Respond to participant inquiries via phone.
• Collaborate to locate and update records.
• Calculate and communicate benefit payments.
• Support IRA call center and processing procedures.

Skills

Customer service

Call center

Analytical skills

Excel

Problem solving

Team collaboration

Tools

Microsoft Office

Adobe

Job description

American Trust & Custody, recently integrated as part of Ascensus, focuses on state-of-the-art trading and custodial reporting of mutual funds, exchange-traded funds, managed accounts, unitized funds, equities, collectives, and self-directed brokerage accounts, integrate directly into clients' recordkeeping or trust accounting systems, allowing fully electronic processing, settlement, and reporting of trades and transactions. American Trust Custody offers best-in-class custody and trust solutions to financial advisors, institutions, asset managers, and benefits administrators across the United States. As a member of the company's Individual Retirement Account (IRA) Services Team, the Customer Service Representative will collaborate closely with our Account Administration team to provide a high level of customer service in the facilitation of terminating inactive defined contribution retirement plans and transitioning participants into IRAs. The Customer Service Representative also supports American Trust Custody's involuntary rollover product.

Responsibilities

• Answer incoming participant phone calls and resolve or escalate participant questions and concerns
• Work with our Admin team to identify inactive and potentially abandoned plans
• Locate and update plan and participant records in collaboration with the recordkeeper and Admin team
• Perform participant searches using LexisNexis and third party search engines
• Calculate benefit payments to participants and beneficiaries
• Communicate payment rights and options to participants via written/oral correspondence
• Review, monitor, and distribute necessary required paperwork
• Assist with the distribution of benefits
• Help prepare policy and procedures for the IRA call center and IRA processing

Skills/Abilities

• Ability to handle a high call volume (up to 60+ calls per day), while maintaining a high level of customer service and representing the company and its services professionally and with polish
• Ability to manage multiple tasks simultaneously and thrive in a fast-paced environment
• Ability to act in a consultative fashion and offer creative ways to address needs
• Ability to work with other team members in solving complex customer requests and completing all tasks on time
• Basic computer literacy (Microsoft Office suite and Adobe), with the ability to quickly learn new systems, navigate digital tools, and troubleshoot basic technical issues independently
• Excellent math and analytical skills including use of Excel

Preferred

• Experience in serving the retirement industry through record keeping, administration, custody, or equivalent services
• IRA Specialist certification and understand tax rules, escheatment, beneficiary rules, and other IRA regulations

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 helps millions of people save for a better future. What makes any career at Ascensus so rewarding?

Collaborative, idea-sharing environment Professional Development with in-house training and tuition reimbursement Generous reward programs Paid time off Medical, dental & vision benefits Health Savings Account with employer contribution up to $1,100 401(k) & 529 college savings match programs Volunteer and charitable-giving programs Business casual dress