Account Services Representative

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 reoccurring projects.

ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable people with disabilities to perform these essential functions.

• Learns retirement industry basics, including regulatory and compliance requirements, IRS/DOL reporting, and ERISA law and comprehends how those areas impact businesses and their employees
• 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
  
  

Management Responsibilities (none)

REQUIRED EDUCATION, EXPERIENCE AND CERTIFICATES, LICENSES, REGISTRATIONS

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

PREFERRED (BUT NOT REQUIRED) EDUCATION OR SKILLS FOR THIS ROLE ARE

• 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
  
  

TRAVEL: Up to 5%

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or tasks that are required of the employee for this job. Duties, tasks and activities may change at any time with or without notice.

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