Ascensus is the largest independent retirement and college savings services provider in the United States, helping millions of Americans save for the future. We are looking for client-focused talent who have service as part of their DNA, rather than just part of a job. We take serving our clients seriously and need future associates who want to learn our business, embrace our core values, and work within a team environment. If you can see every interaction as an opportunity to achieve client satisfaction, we want to talk with you!
The Client Service Representative, SSRP is responsible for providing high-quality service to all State Sponsored Retirement Program (SSRP) clients via phone and email. In this role, you’ll be seeking information or executing requests on specific accounts, product or plan information, and policies and procedures.
Field inbound and outbound calls and emails to provide product support, plan information, technical support, and policy & procedure guidance within department service standards
Research and resolve complex issues in a timely manner
Be a proactive and willing participant in projects aimed at business development
Accurately record customer feedback
Work with a team to maintain accurate customer records, including case creation of all customer interactions to communicate business trends in servicing clients
Perform data entry to record client contributions
Demonstrate focus on improving workflows, policies, and procedures
Communicate effectively with additional Ascensus departments to accomplish organizational objectives.
Address opportunities to maintain and improve business relationships with clients
Participate in ongoing professional development opportunities, including SSRP, IRA, and financial services industry knowledge in support of clients
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 with other tasks and projects as assigned
We are proud to be an Equal Opportunity Employer
Ascensus is a place to have a career, not just a job. As the largest US independent retirement and college savings services provider, we put our focus on people. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity. When you join our team, you get to go to work every day knowing that you help over 6 million Americans save for retirement and college.
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 laws