IK Operations Specialist at Brainerd

Job Description

scensus is a forward-thinking company with a passion for what we do and a strong appreciation for the clients we serve and the talented associates who make up our team. With more than 30 years of industry experience, Ascensus is a leading provider of high-quality retirement plan solutions for organizations of all sizes. Through 1,000+ highly trained associates and one of the largest ERISA consulting practices in the U.S., Ascensus provides recordkeeping and administrative services to over 27,000 defined contribution plans and administers over 1.5 million IRAs. Ascensus partners with financial institutions to offer tailored solutions to meet the needs of financial professionals, employers and individuals. In early 2012, Ascensus was recognized as a Top Workplace by The Philadelphia Inquirer. This distinction demonstrates our commitment to making Ascensus a company our employees are proud to be a part of. Our corporate culture is a reflection of our companys Core Values: People Matter. Quality First. Integrity Always. From the client on the phone to the co-worker across the aisle, we believe in respecting all people in all interactions, adhering to the highest ethical standards and delivering the value-add that sets our company apart as a solutions provider and employer of choice. For more information, visit www.ascensus.com. Position Purpose: This position is responsible for providing overall client service to our Individual (k) partners, brokers, clients and participants. The Individual (k) Client Service Representative strengthens these relationships by providing exceptional day-to-day customer service to both daily and balance forward Individual (k) clients, and client prospects. Essential Duties and Responsibilities: Consistently provide a high level of Customer Service while communicating with participants, clients, brokers and partners to address all client service issues and providing necessary research, problem solving and resolution support. Successfully monitor and follow-up on assigned items, including seeing problems through to resolution and closure with customer(s). Provide clear and concise communication regarding overall service expectations as well as procedures and timeframes, to clients related to questions, including those that require further research and analysis. Accurately illustrate the services provided by Ascensus and the financial partner to a prospective client, including outlining the differences between an Individual (k) and other types of retirement plans. Achieve service level goals established for each financial partner. Practice fundamental time management principles in providing quality customer service to our participants, clients, brokers and partners. Respond to inquiries on the status of plan activity. (Example:Installation process, Contribution questions, Statement questions, Distributions, Loans, 5500s, Deconversions, etc.) Responsible for proactive communication to clients, brokers, and partners in regards to issues that need resolution, including incomplete paperwork (installation, loans, distributions, terminations, etc.), and uninvested contributions. Educate clients, brokers (and CPAs) on the rules that govern 401(k) plans to ensure the client remains in compliance with the IRS regulations. Consistently follow department policies and guidelines including: adherence to phone schedule and readiness guidelines, managing length of call by efficiently identifying and responding to client inquiries, displaying a professional behavior and avoid unnecessary holds and transfers. Display I-Client and Core Value behaviors in all aspects of work. Performs other duties and participates in special projects as assigned. Minimum Requirements: Associate Degree in related field or equivalent work experience Excellent written and oral communication skills 2-3 years customer service experience Knowledge of 401(k) plans desired Detail oriented Excellent analytical and problem solving skills Ability to handle multiple priorities and deadlines "The I-Client philosophy and the 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."
*MJ-LI1

Job Requirements

Other

Country: USA, State: Minnesota, City: Brainerd, Company: Ascensus.